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

6434.54 - 6459.489 Ben Gilbert

We're definitely at a place right now that I think is temporary due to the supply shortage of the world's enterprises, and in some cases, even governments. You look at the UK or some of the Middle Eastern countries, like, blank check, I just need access to NVIDIA hardware. That's going to go away, but I don't think this very high, you know, 65% plus margin is going to erode too much.