Will Nvidia Q1 Print Disappoint? Munster Sees Near-Term Hit From 'Osborne Effect' But Says AI Stalwart Will 'Grow Faster For Longer'
Portfolio Pulse from Shanthi Rexaline
Nvidia's upcoming Q1 earnings report is under scrutiny due to potential impacts from the 'Osborne Effect' as customers may delay orders in anticipation of the new Blackwell GPU platform. Despite potential short-term disappointments, Gene Munster of Deepwater Asset Management expects Nvidia to manage the transition effectively and sees strong long-term growth driven by AI demand.
May 21, 2024 | 7:52 am
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Nvidia's Q1 earnings report may face short-term challenges due to the 'Osborne Effect' as customers delay orders for the current H200 chip in anticipation of the new Blackwell GPU platform. However, long-term growth prospects remain strong, driven by AI demand.
The 'Osborne Effect' may cause customers to delay or cancel orders for the current H200 chip, impacting short-term earnings. However, Nvidia's efforts to manage the transition and strong AI demand suggest robust long-term growth.
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