Reported 8 months ago
The article discusses how the proliferation of Artificial Intelligence (AI) is expected to add significant value to the global economy by 2030. It highlights Nvidia's dominance in the AI sector and its growth in market value, experiencing a recent stock split and surpassing Microsoft and Apple. However, the article warns of potential long-term challenges for Nvidia, including historical trends of overestimating next-big-thing innovations, competition from other tech giants like AMD and Intel, internal competition within Nvidia's top customers, and the likelihood of FOMO wearing off by 2026, which could impact Nvidia's market cap.
Source: YAHOO