3 ms·
> Looks like things are slowing down Important question: is it demand or manufacturing capability?
by forrestthewoods 2y ago
> Looks like things are slowing down
Important question: is it demand or manufacturing capability?
- dagmx 2y agoIt’s because all the gargantuan numbers were relative to their slump year when they crashed hard. It was a stratospheric comeback but people who expected a linear trajectory from that are missing the context
- basiccalendar74 2y agohate how all YoY commentary completely ignores recession years like 2022 or boom years like 2021.
- dagmx 2y agoYeah people really need to zoom out on their stock tickers more
- Jlagreen 2y agoIt's manufacturing capability and there is no absolute slowdown. Nvidia has been increasing data center revenue by exactly $4b for many quarters QoQ. The only difference now is that the base is higher so it looks like growth is slowing down on % view. Nvidia is totally supply constraint as it can easily be seen. They also underguide every quarter for 2 years and beating it. But if you look closely then you can easily see the $4b QoQ growth. That is the constant there since 2022. Blackwell will add additional supply next year. I don't think Hopper wills top shipping and I don't think demand will fall. So next year QoQ absolute growth could go up which will probably surprise to the upside.