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NEWS: Elon Musk will speak at Morgan Stanley’s TMT conference this Wednesday at 11:45 AM. https://t.co/1LHlFbkFvz
MORGAN STANLEY: Today’s $NVDA CFO presentation at our conference “was largely a reiteration of the ‘greatest hits’ .. .. New products are already sold out — don’t be alarmed by H100 chip lead times coming down .. .. Inference at 40% mix .. .. Total TAM of $2 trillion —…
$NVDA CFO at the Morgan Stanley conference right now giving phenomenal guidance. Demand visibility is great , gross margins remain in mid-70s, no competition since they are a platform company not just a chip manufacturer…
$NVDA, NVIDIA Corporation, CFO provided positive guidance at the Morgan Stanley conference, highlighting strong demand visibility and mid-70s gross margins. New products are in high demand, with potential supply constraints. The CFO mentioned that the total addressable market (TAM) for NVIDIA is $2 trillion.