Nvidia Part III: The Dawn of the AI Era (2022-2023)

5340.458 - 5376.339 David Rosenthal

Yep, it's actually going to be quite valuable. So speaking of, you know, this Q1 earnings is like great, up 19% quarter over quarter. But then they dropped the bombshell due to unprecedented demand for generative AI compute in data centers. NVIDIA forecasts Q2 revenue of $11 billion, which would be up another 53% quarter over quarter over Q1 and 65% year over year. The stock goes nuts.