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

7495.167 - 7520.953 David Rosenthal

And I think NVIDIA totally gets this because part of this, as I was alluding to, is COVID-related. But we talked way back in part one about how NVIDIA... Ended up to save the company moving to a six-month shipping cycle for their graphics cards when their competitors were on a one to two-year shipping cycle. That persisted for several years, and then they relaxed back to an annual shipping cycle.