The linked tweet discusses the impact of Nvidia's GPU supply on AI startups, suggesting a
The linked tweet discusses the impact of Nvidia's GPU supply on AI startups, suggesting a bullish outlook for Nvidia due to high demand and limited supply, while bearish for AI startups facing delays and costs from chip shortages.
“https://t.co/yHQoqX2o4i”Original post：X / @elonmusk ↗
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NVDABullish
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Nvidia's GPUs are in high demand and supply-constrained, driving pricing power and revenue growth.
Trade ↗AISTARTUPSBearish
AI startups face delayed product launches and increased costs due to GPU shortages.
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