BofA’s Vivek Arya on Nvidia: Scale and incumbency matter in the semiconductor industry

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BofA’s Vivek Arya on Nvidia: Scale and incumbency matter in the semiconductor industry
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Vivek Arya, Bank of America Securities senior semiconductor analyst, joins 'Squawk Box' to discuss Nvidia's quarterly earnings results, which reported an incredible $6.7 billion in net income in the quarter, a 422% increase over the same time last year, historical comparisons, and more.

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