花旗：NVIDIA-Computex第二天的收获

NVIDIA Corp (NVDA.O) advantages vs. Ethernet management estimates. Finally, the company discussed ~20% of their spending is tied to fabric. Margins: NVDA emphasized that its success does not have to come at the expense of its partners. The company added that it is looking to diversify our supply chain in different ways. ASIC Competition: Jensen highlighted that NVDA moving very fast, making it tough for competition to catch up. He continues to expect ASIC to remain specialized and estimates NVDA to maintain ...