We're in the early innings of software monetization for Nvidia, says Wells Fargo's Rakers

Aaron Rakers, Wells Fargo managing director, joins ‘Squawk on the Street’ to discuss his thoughts on the price action for Nvidia, if Nvidia’s supply can keep pace with demand, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi 

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