Comment by Ekaros
How much of Nvidias price is based on 5 year replacement cycle? If that stops or slows with new demand could it also affect things? Not that 5 years does not seem very long horizon now.
How much of Nvidias price is based on 5 year replacement cycle? If that stops or slows with new demand could it also affect things? Not that 5 years does not seem very long horizon now.