NVDA -3% this morning - one broker out with a note talking about channel checks in Asia, saying that MSFT cut their 2024 H100 forecasts by ~20% (though still up 3x+ y-y). But overall 2024 GPU demand picture for NVDA remains strong, and they still expect total server GPU units to double y-y and H100 builds to increase 3x+ to 400k units