leadership2 distinct publishers
Nvidia now sits on both sides of its own order book
Private holdings ran from $22.3bn to $47.9bn in under a year, with another $18bn committed. Anyone reading Nvidia's demand signal is partly reading capital Nvidia itself supplied, though its CFO rejects that framing.
Publishers:businessinsider.comletsdatascience.com
Reality
- Evidence66
- Adoption70
- Hype gap+12
- Incentives60