๐ป๏ธ Nvidia's Valuation and Demand Shift
Nvidia is trading near its cheapest valuation in a decade, despite guiding to roughly 70% growth next year.
Vera Rubin is expected to be its fastest product ramp ever.
Growth is broadening beyond hyperscalers.
ACIE customers grew 25% sequentially, versus 13% for hyperscalers, giving Nvidia another major source of demand.
โ๏ธ @venture
๐ป๏ธ Nvidia's Valuation and Demand Shift Nvidia is trading near its cheapest valuation in a decade, des
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