{"schemaVersion":1,"target":{"type":"reading","id":"fe491a2cf397504fa7a388db86073e822fb8fac3dd8ce2ab7578312cee72d44c","revision":"15447b04-f7c7-5875-6e3a-14fea24a28b0","revisionKind":"publication-id","title":"Ben Thompson frames Nvidia’s earnings around inference, China and networking","url":"https://escapemeridian.com/readings/ben-thompson-frames-nvidia-s-earnings-around-inference-china-fe491a2c"},"source":{"type":"source","id":"https://stratechery.com/2025/nvidia-earnings-nvidias-china-argument-nvlink-fusion/","revision":"fad223004db66e996b2ef9ce279e3c7d5af70e2bcbc1094532884b53bd0cdcc3","revisionKind":"sha256-source-text","title":"Nvidia Earnings, Nvidia’s China Argument, NVLink Fusion","url":"https://stratechery.com/2025/nvidia-earnings-nvidias-china-argument-nvlink-fusion/"},"status":"available","items":[],"next":null,"scope":"Explicit citations in public readings and public file attachments to this reading. Shared topics are not citations. Other artifact types need an explicit reference adapter."}