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Investors should keep an eye on customer retention and AI spending trends before taking a bullish stance on Super Micro stock.
He also mentioned that while Nvidia's performance is significant, it should not be solely viewed as a U.S. tech rally.
https://www.bloomberg.com/news/articles/2024-09-12/openai-nvidia-executives-discuss-ai-infrastructure-needs-with-biden-official...
Nvidia CEO Jensen Huang shared an update on Blackwell products and how the company is helping customers get strong return on in...