Over the past several months, SemiAccurate has said Nvidia is making three major changes to its business model and last week their CEO confirmed all of them. All three are serious enough to have major consequences for the company.
Note: The following is analysis for professional level subscribers only.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
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