CNBC: VP, Principal Analyst Charlie Dai discusses the growing role of Chinese AI models in Nvidia’s ecosystem and what their advance means for global competition across models, chips, and AI infrastructure. Read the full article here. Read more about Charlie here.
The Wall Street Journal: Principal Analyst Naveen Chhabra comments on Nvidia’s latest earnings, highlighting the gap between AI infrastructure spending and realized business value. Read the full article here. Read more about Naveen here.
