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Ignore noise, Nvidia continues to lead the charge: Mizuho

August 9, 2024 8:38 AM EDT

Mizuho analysts remain confident in NVIDIA's (NASDAQ: NVDA) leadership in the AI GPU space despite recent headlines about modest delays.

According to the latest update, Nvidia (NVDA) continues to dominate the sector, even as it navigates challenges related to its B100 and GB200 GPUs. Mizuho notes that "NVDA continues to lead the charge," particularly with its pivot... More