Burry and Chanos repeatedly going after Nvidia for accounting and other issues just as the NVL72 product supercycle is beginning to ramp is wild. It’s like bearing up on Apple right when the iPhone 3G was first released. Not ideal. There were two clear signs that the NVL72 cycle

tae kim
@firstadopter
12-01
Here's what's going to happen from here:
-Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with 72 GPUs in one AI server versus 8 GPUs). It will become one of the largest cycles in technology history,

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