Nvidia’s “Burn the Ships” Moment
Update: 2024-08-29
Description
Why is the chip designer spending $50 billion on share buybacks?
(00:21 ) Tim Beyers and Ricky Mulvey discuss:
- Highlights from Nvidia’s earnings.
- What future supercomputing systems could create.
- CrowdStrike’s first call since its outage.
Companies discussed: NVDA, CRWD, PANW, S
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Host: Ricky Mulvey
Guest: Tim Beyers
Engineer: Tim Sparks
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Good topic.Tim seems to know his subject. I always enjoy listening to Byers, the communication specialist. It takes him forever, inserting the intellectual pauses, to say in ten paragraphs what Moser could convey in two sentences. Brilliant!