Mandeep Singh
👤 SpeakerAppearances Over Time
Podcast Appearances
The hyperscaler capex seems to be going up as well.
So it's underpinned by healthy fundamentals.
We know why Nvidia's top line is accelerating.
Right.
Because the capex seems to be accelerating.
And all this points towards more inferencing, more demand for AI compute.
they're pointing to 77% growth in their fiscal 1Q.
So that goes to show, and the proof point you can see in the hyperscaler capex.
The hyperscaler capex seems to be going up as well.
So it's underpinned by healthy fundamentals.
We know why Nvidia's top line is accelerating.
Right.
Because the capex seems to be accelerating.
And all this points towards more inferencing, more demand for AI compute.
they're pointing to 77% growth in their fiscal 1Q.
So that goes to show, and the proof point you can see in the hyperscaler capex.
The hyperscaler capex seems to be going up as well.
So it's underpinned by healthy fundamentals.
We know why Nvidia's top line is accelerating.
Right.