- Nvidia delivered a strong quarter and an eye-popping sales forecast, according to CNBC.
- Ahead of the release, Mizuho Securities analyst Vijay Rakesh said a large profit beat was already reflected in expectations and that investors would focus on next year’s AI spending, AI capex and AI revenue outlook.
Quotes
“The focus will be more on what they talked about for next year in terms of AI spend, AI CapEx”
“The focus will be on what AI revenues look like.”