Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
Nvidia has continued to struggle with its Blackwell chip introduction. In August, the company disclosed problems producing the chips. Now, it has been reported by Reuters and The Information that the chips have been overheating within their servers, requiring multiple design efforts by the firm’s suppliers. The first delay has not been the last delay, putting Nvidia and other artificial intelligence stocks at risk of a price correction.
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