Rolf Bulk(@rolfbulk):$NVDA’s results and next-year guide were stellar, and its disclosures around the OpenAI leasing agreement and Amazon deal should ease concerns around ASICs vs. GPUs. This is not a zero-sum game: proprietary architectures will be deployed alongside GPUs at all major hyperscalers and AI labs. Nvidia will need to cede some of its gross margin in an increasingly competitive environment. No surprise there, and when revenues are growing >70% to over $700B next year, not a major concern. Happy to discuss the print in more detail with Bloomberg.

Rolf Bulk

@rolfbulk

Head of Semiconductors & Infrastructure @FuturumEquities | No investment advice.

参加 January 2026

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Rolf Bulk@rolfbulk

2026.08.27 01:32

$NVDA’s results and next-year guide were stellar, and its disclosures around the OpenAI leasing agreement and Amazon deal should ease concerns around ASICs vs. GPUs. This is not a zero-sum game: proprietary architectures will be deployed alongside GPUs at all major hyperscalers and AI labs. Nvidia will need to cede some of its gross margin in an increasingly competitive environment. No surprise there, and when revenues are growing >70% to over $700B next year, not a major concern. Happy to discuss the print in more detail with Bloomberg.