Loading
The recent increase in Nvidia's accounts receivable is a predictable outcome of a major product transition cycle, not a sign of financial mismanagement.
“it's never good when accounts receivables go up but if this is the most understandable time for it to happen in a product refresh cycle you're saying yeah and because a hopper server you know it's a rack it's whatever it is 7 feet high it weighs 1,000 lbs it consumes 60 kilow”
The All-In Podcast · Mar 2025 · 1 episode · 416K views on this topicExtracted by a model; may misattribute who said what.