Nvidia earnings: Key themes for investors to watch for
Thanks so much for hopping on. So, just as you look at the quarter for Nvidia uh next week, what are a couple of things that you and your team are going to be looking at for a sense of not just their own business, but where Nvidia what Nvidia can tell us, let's say, about the broader uh AI spend right now. >> Oh, well, I mean, Nvidia is by by far the largest supplier in the market.So, I think what they tell us is going to really be a good indicator of where AI spending is right now. And I think they're goin ...