Senior Tech Correspondent @CNBC. On TV. Online. Co-host of CNBC's Beyond the Valley podcast. AI, semiconductors, China, crypto and everything in between
Wrapped up the interview with Jensen Huang on @CNBCMorningCall. Here are my biggest takeaways $NVDA
On Neoclouds:
"The demand for neoclouds is off the charts," Huang said.
He added that "working capital" is missing to fuel the growth