Hi Tim, just a question on the upstream vs downstream growth rates
Could this be affected by the rollout of the new Nvidia chips, and that is what is impacting shipments in the month gone by, where they will eventually once again start picking up once Rubin is fully shipped and begins to be assembled into servers and shipped?
Intuitively, it does seem that there would be some form of a lag there - something i have read about during the past upgrade cycles as well.
Hi Tim, just a question on the upstream vs downstream growth rates
Could this be affected by the rollout of the new Nvidia chips, and that is what is impacting shipments in the month gone by, where they will eventually once again start picking up once Rubin is fully shipped and begins to be assembled into servers and shipped?
Intuitively, it does seem that there would be some form of a lag there - something i have read about during the past upgrade cycles as well.
That’s a valid point. The regular cadence of Nvidia refresh cycles would mean that orders ebb & flow.
However, the way CASCI is collated and calculated accounts for this type of product seasonality.