AI mania is making Nvidia a lot of money

AI companies are spending so much on infrastructure that Nvidia’s data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania? And should we even call it a “bubble” when belief in the future of AI holds the entire ecosystem together?

This week in Equity, Kirsten Korosec, Anthony Ha, and Sean O’Kane take a closer look at Nvidia’s huge profit numbers, the circular economy of AI infrastructure investments, and whether CEO Jensen Huang’s optimistic vision of AI agents running everything in our daily lives can justify the investment.

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