Reported 3 days ago
Microsoft CEO Satya Nadella's recent comments about supply constraints and energy needs have raised concerns for Nvidia, potentially signaling a shift in the AI market dynamics. While Nvidia has benefited from high demand for its chips, Nadella indicated that Microsoft is no longer chip-constrained, hinting at better supply conditions ahead. In contrast, he highlighted a looming demand for natural gas to power AI data centers, suggesting that companies like EQT Corporation could experience significant growth as energy needs rise in the wake of AI advancements.
Source: YAHOO