YNWIM
09-24

$NVIDIA Corp(NVDA)$ NVDA seems to roll out new and improved chips at a very rapid pace — are they selling these chips primarily to the same customers? Aren’t those customers just about saturated? And, knowing that the next iteration is what, 18-24 months away, why don’t they just wait for those chips? I am sure I am missing something. I would think they would like to see an ROI on the expenditures they have already made before buying more but I guess not.

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