Breaking Analysis with Dave Vellante
Audio only segments of theCUBE's 'Breaking Analysis' hosted by Dave Vellante (@dvellante), Powered by ETR.
Breaking Analysis with Dave Vellante
Cloud earnings bring clarity, concern and confusion
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SiliconANGLE
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Season 1
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Episode 305
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In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particular, while operators are understandably focused on Nvidia’s gross margins, we believe observers are underestimating the cost advantages that Nvidia will have relative to GPU alternatives, including those from AMD, Intel and hyperscalers.