Options traders brace for US$280 billion Nvidia swing
Nvidia split hyperscaler revenue from AI clouds, industrial and enterprise, or ACIE, in its May results, CNBC reported.
The segments came in almost level in the first quarter at US$37.9bn and US$37.5bn, with ACIE growing 31 percent from the prior period against 12 percent from hyperscalers.
“Investors’ concern about just how sustainable the run has been for Nvidia” sits beneath the surface, along with a sense that hyperscalers cannot give much more, Gene Munster, managing partner at Deepwater Asset Management, told CNBC.
He said investors want to see the other segment start to kick in.
ACIE revenue is forecast to grow 149 percent to US$43bn this quarter, against 83 percent growth to US$43.6bn from hyperscalers, StreetAccount estimates cited by CNBC show.
