Nvidia’s earning continue to be governed by supply — and reasoning models make that even more the case. Plus, why Nvidia is so desperate to get back into China. Subscribe to Stratechery Plus for full access. $15 / month or $150 / year With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp …
Read More »Nvidia Earnings, Moats and China, Nvidia vs. the AI Labs – Stratechery by Ben Thompson
