NeoCloud Customers
topic on 1 show · 1 statements across 1 episodes
1 statements about NeoCloud Customers, every show
O'Driscoll: Slowing Compute Demand Will Force Nvidia To Debook Prior Revenue
“And if that slows down and there's excess capacity, these deals will look horrible because you'll not just not be, if you're Nvidia, you'll not just be not growing quickly. You'll be debooking prior revenue. You'll be kind of taking, you know, you'll be taking…”