Nvidia Q4: This Is Just The Beginning

mikkelwilliam Introduction and investment thesis Nvidia Corporation's (NASDAQ:NVDA) latest earnings report had been eagerly awaited by the investor community. The main question was whether the chip giant could make up for diminishing revenues from China amid strengthening U.S. export regulations. As China consistently accounted for 20-25% of the company's revenues, this wasn't obvious at first sight. However, as it turned out, there is still ample demand for Nvidia's HGX AI supercomputing platform, which combines Nvidia GPUs with its in-house interconnect and networking technologies. In my latest article on the company (Nvidia: Diving Deep Into Its Technological Supremacy), I argued that…