NVIDIA's Blackwell Delay and The Fed's Easing
The Fed started to expand the money supply (M2) in November 2023. Thus, the Fed has been easing for some time.
Given that NVIDIA’s (NVDA), Blackwell shipments to MSFT, META and others have been delayed by several months due to a design flaw, does that mean that Google’s TPU chips may pick up some of the slack? AAPL has used GOOGL’s TPU chips to train its AI models.