Jim Cramer讨论了围绕英伟达即将发布的Blackwell GPU的市场传言及其对股价的影响。The Information报道称Blackwell存在问题,但戴尔宣布首批搭载Blackwell的服务器已发货,这使得情况变得扑朔迷离。Cramer认为,尽管存在不确定性,英伟达仍然是一家具有长期投资价值的公司,投资者不应被短期波动吓倒。
Jim Cramer discusses the impact of a story published by The Information on NVIDIA's stock, questioning whether the reported delays in product implementation are real or just noise.
NVIDIA is in a quiet period and couldn't respond to the story.
Dell announced the shipment of NVIDIA's Grace Hopper superchips, contradicting the reported delays.
The trading obsession might have shaken out investors during the quiet period.
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