NVIDIA GPUs

part of NVIDIA

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 23, 2025 by Michael Barton · across every show →

Everything said about NVIDIA GPUs, oldest first

Oct 23, 2025 neutral
Assertion Not checkable as stated
Barton: Cloud provider revenues are 100% dependent on GPU chip supply
“We're at a point where your cloud revenues are 100% dependent upon how many chips you get.”
Michael Barton Oct 23, 2025 ▶ 48:56 Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
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