Altimeter Capital CEO Brad Gerstner gives his read on Nvidia post-earnings

Nvidia's Performance and Growth - Nvidia delivered a strong quarter with 56% growth, demonstrating acceleration at scale [3] - The company's margins stand at 73% [3] - Nvidia guided to $54 billion excluding China [3] - Consensus for next year is $250 billion of data center revenue, but growing at 50% could bring it closer to $300 billion or $8 per share [8] AI Compute and Market Dynamics - The buildout between now and the end of the decade is estimated to be $3 to $4 trillion of total compute [6] - Google's compute generation increased from 9 trillion tokens per month to 980 trillion tokens in a year, a 100x increase [7] - The world is massively supply constrained when it comes to compute, with growth continuing at 50% [8] China and US AI Strategy - China represents 50% of the AI researchers in the world [14] - China is a $50 billion market for Nvidia [18] - The probability of Nvidia being able to sell chips in China is north of 50% [18] - The US government is urged to accelerate licenses and expand US AI companies to compete globally, including Nvidia chips in China [10][13]