Ahead of Nvidia (NVDA) earnings, Cory Johnson is watching how the Mag 7 giant moves from training to inference, the next step he sees for the AI trade. He outlines other expectations for Wednesday's report as Wall Street sets a high bar. Cory adds that a lack of Nvidia's presence in China will lead to greater innovation in the country, a future headwind for the company. Cory turns to Nvidia's newest competitor: Cerebras (CBRS), and ways it can take a piece of the Big Tech firm's market share.

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