Trillion with a ‘T’? That’s a lot of dollars, Nvidia
NVIDIA reported a massive quarter this week with a turnover of $ 46.7 billion, an increase of 56% on an annual basis that was almost completely powered by the demand for AI. But despite the daring prediction of CEO Jensen Huang from $ 3 trillion to $ 4 trillion on global AI infrastructure expenditure in the next five years, the shares slipped while investors wondered how long this type of growth can last.
Nowadays, Kirsten Korosec, Max Zeff and Anthony dive into the income of Nvidia and what the response of the market about investor confidence in the lifetime of the AI Boom of the market reveals and what the market reaction reveals.
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Equity is the flagship podcast from WAN, produced by Theresa Loconsolo, and report every Wednesday and Friday.
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