Nvidia’s Next Big Growth Lever?
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摘要
Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players such as Intel and AMD. The team also talks about Berkshire Hathaway’s homebuilder acquisition before closing with a question regarding passive investing trends.
Jon Quast, Matt Frankel, and Rachel Warren discuss:
-Nvidia’s new Vera CPU
-The potential fallout in the CPU markout
-Berkshire Hathaway’s latest acquisition
-Passive investing’s impact on the stock market
Companies discussed: Nvidia (NVDA), AMD (AMD), Intel (INTC), Qualcomm (QCOM), Berkshire Hathaway (BRK.A)(BRK.B), Taylor Morrison (TMHC)
Host: Jon Quast
Guests: Matt Frankel, Rachel Warren
Engineer: Dan Boyd
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