Nvidia's Valuation and Demand ShiftNvidia is trading near its cheapest valuation in a decade, despite guiding to roughly 70% growth next year.
Vera Rubin is expected to be its fastest product ramp ever.
Growth is broadening beyond hyperscalers.
ACIE customers grew 25% sequentially, versus 13% for hyperscalers, giving Nvidia another major source of demand.
@venture
