Nvidia Stock News: Data center demand is key to earnings beat
Although anything could happen, our money is on another earnings beat. Semiconductors are in hot demand, and 2021's chip shortage is yet to be sated. With a lack of supply, chip makers overall should find it easy to raise prices as many of the top designers offer products without simple substitutes. wrote to clients, "We hear data center still remains an area of relative strength within semis, as consumer semis PCs and smartphone-related demand continues to come down.
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