Part 8/9:
The development of architectures beyond Reuben is already underway, indicating that Nvidia is committed to maintaining its competitive advantage. The performance improvements associated with these new architectures will likely solidify Nvidia’s leadership in the AI semiconductor space.
Conclusion
Nvidia's recent earnings present both impressive achievements and challenging market reactions that have triggered significant investor caution. However, by recognizing the underlying profitability, Nvidia's unique offerings, and the scaling trends in AI, investors can gain a clearer picture of the company’s future potential.