Nvidia Q2 Earnings: Gaming Weighs on The Real Thesis

The Hopper architecture is ramping and it’s yet again going to disrupt the GPU and AI accelerator market. I’ve written quite a bit about Nvidia, which you can reference here. However, I will keep it simple by saying the A100 GPU is what led the company’s gains since Q2 2020 (detailed here) and the Hopper H100 GPU is what will lead the company’s gains for the next two years.

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