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tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs Subscribe "Be so good they can't ignore you"
가입 October 2008
10.2K 팔로잉 중    103.4K
Jensen Huang tells Bloomberg that Nvidia is constrained by shortages of HBM and LPDDR memory, land, power, and construction workers. Basically, the chip maker is supply constrained versus demand. "I think we have the ability as an industry to double each year, but we're going to have a hard time growing much faster than that" IS DOUBLING REVENUE EACH YEAR IN YOUR MODELS?
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