Nvidia CEO says orders for 3.6 million Blackwell GPUs exclude Meta
1. Nvidia reports 3.6 million orders for processors, excluding Meta. 2. Meta's absence from these orders may indicate potential future demand.
FAQ
Why Bullish?
The substantial demand for Nvidia's processors suggests growing cloud infrastructure needs, which may benefit Meta. Historically, increased demand for high-performance computing can lead to higher valuations for cloud-dependent companies like Meta.
How important is it?
The article highlights potential gaps in Meta's infrastructure strategy, which could impact its competitive position. Interest in cloud services and advanced computing directly relates to Meta's future growth.
Why Long Term?
As cloud needs grow, Meta's strategic decisions on hardware investments may influence its long-term performance. Past increases in computing investments led to revenue growth for tech giants.