Nvidia, AI factories and the transition to accelerated computing
The market is trying to price a transition it hasn’t fully internalized. It sees Nvidia Corp.’s market cap with a five-handle and assumes the valuation is too high to grow further. We believe that’s the wrong mental model and it underestimates the market pote…
The market is trying to price a transition it hasnt fully internalized. It sees Nvidia Corp.s market cap with a five-handle and assumes the valuation is too high to grow further. We believe thats th… [+57304 chars]