Research Archive

November 22, 2023 / Ben Bajarin

Nvidia Q4 2023 Earnings: Sustainable and Defendable Growth In Sight

As expected, Nvidia had a beat and raise. Below are key takeaways from the quarter and the call. Key Takeaways Nvidia’s guide and commentary should quell any concerns about growth into 2024 A key question from investors was on fending off competitors, CEO Jensen Huang articulated compelling cases for Nvidia’s competitive advantage. AI Factories and…

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