Feldman: Nvidia missed its own demand forecast ahead of AI crunch
Andrew Feldman · No Priors Ep. 31 | With Cerebras CEO Andrew Feldman · Sep 7, 2023 · at 24:35
Cerebras CEO Andrew Feldman explains why wafer allocations at TSMC could not immediately meet GPU demand surges.
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“It's not just that Wall Street missed what NVIDIA would sell. NVIDIA missed it. They missed the forecast.”
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