NVIDIA CFO says custom AI chips aren’t a real threat, hints at $5B H20 revenue in China if politics allow, and teases massive gigawatt demand for its upcoming Vera Rubin …
Ai Data Center
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Morgan Stanley says NVIDIA’s GB200 NVL72 racks churn out massive 77.6% profit margins, while AMD’s MI355X bleeds red with a -64% loss. Google’s TPU pods land in between, but the …