$NVIDIA Corp(NVDA)$ On top of the massive spending on NVDA laid out on their CC’s by $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Oracle(ORCL)$, in today’s WSJ they reported that Musk hopes to have delivered 300,000 GPU’s by next summer from NVDA and Zuckerberg said he plans to have 600,000 GPU’s from NVDA before year end. The spending is mind boggling especially when all the various Companies all said the danger is not in overspending but in underspending. Long may it continue and Long may us shareholders continue to get richer.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments