Nvidia (NVDA) call now
- US govt has not pubbed regulation codifying 15%
- Says US government officials expressed expectation that the US government will receive 15% of revenue generated from licensed H20 sales
- Says any request for a percentage of revenue may subject US to litigation
- If geopolitical issues resolve the firm could ship US$2 billion to $5 billion in H20 revenue in Q3 and if it had more orders
- We are at the beginning of an industrial revolution that will transform every industry.
- We see US$3 to $4 trillion in AI infrastructure spend by the end of the decade.
- The scale & scope of these buildouts present significant long-term growth opportunities for NVIDIA
This article was written by Eamonn Sheridan at investinglive.com.