Part 7/9:
Supply Chain Vulnerabilities: Dependency on a complex supply chain for components raises concerns; any disruption could severely impact production capabilities.
Regulatory Challenges: Export restrictions, particularly regarding access to markets like China, could result in diminished market opportunities for Nvidia.
Key Metrics to Watch
One of the crucial metrics for investors is Nvidia's ongoing growth in its data center revenue segment. Sustaining a high margin—ideally above 70%—will be vital for instilling confidence among stakeholders.