Nvidia Q2 Preview: SpaceX Is Becoming the 'Fifth Horseman,' Gene Munster Says
Gene Munster says the growth of Nvidia's hyperscalers versus growth of data centers will be an important metric to watch in Q2 results.
Nvidia's Q2 results will show how fast different customers—like SpaceX—are growing compared to regular data centers. This helps you see if Nvidia is selling to lots of different big companies or just a few.
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