The Dawn of AI : Pricing Power & Profits in NVidia's Business
Tom Tunguz
AUGUST 22, 2023
The company’s pricing power at work : limited supply & increased demand pushes prices higher. Looking at some of the inventory metrics (this isn’t a software company!) Metric Q1 Q2 Inventory, $b 4.6 At the current run rate, that implies NVidia is capturing about 22% of that market.
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