Part 1/8:
Understanding NVIDIA Demand Through Microsoft's Earnings Report
The key question on Wall Street today is when the demand for NVIDIA chips will begin to decline. A crucial indicator for investors is the performance and statements from NVIDIA's largest customer, Microsoft. Observing Microsoft's hints regarding their sufficiency in NVIDIA's GPUs is a reliable way to predict when NVIDIA’s demand might plateau. Recently, Microsoft shared insights during their Q2 earnings call, providing information on both their revenues and the implications for NVIDIA's chip demand.