Investing in the next stage of the AI competition following Nvidia's earnings.

Reported 5 months ago

Chip powerhouse Nvidia's strong fiscal first-quarter earnings have highlighted the continued importance of AI in the market. CEO Jensen Huang sees AI as a significant opportunity for Nvidia, particularly in artificial intelligence inferencing. Experts Ben Bajarin and Paul Meeks discuss Nvidia's positive quarter and the future of AI in terms of workload placement and cost, considering competition from other hyperscaler cloud service providers and PC companies. While Nvidia remains a key player, the debate over where AI workloads will go and who will dominate the market continues. Other companies like Dell and hyper scalars are also seen as potential investments in the AI space.

Source: YAHOO

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