Melius Research’s Ben Reitzes: My Nvidia price target is 320 without China

Let's bring in Melius research head of technology research Ben Rises. Uh Ben, you just heard Christina list uh a lot of the gating issues here in terms of whether we really will see significant sales of the H200 in China. What's your view.>> Well, I'm not putting it in my model until I'm absolutely sure. I think that there's a lot of demand out there anyway. And look, Nvidia has a lot of choices.I think the big thing that people don't understand is the world is still short of compute. People are desperate, ...