power constraint
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 4, 2025 by Shanu Matthew · across every show →
Everything said about power constraint, oldest first
Dec 4, 2025 bullish
Matthew: Power constraints widen Nvidia's total cost advantage over less efficient chips
“Because since we are power constrained and that constraint is expected to get worse and power prices rise, the NVIDIA chip holders actually, like the TCO advantage that they have versus less efficient chips actually goes up in that scenario, right? So they act…”