AI Bottlenecks Addressed in NVDA Earnings and Ways for Tech to Navigate
Schwab Network · Schwab Network
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Show Notes
Nvidia (NVDA) "owns" the AI trade as it transitions from training to inference, says David Fetherstonhaugh. The company's earnings on Wednesday demonstrated strong de-risking in AI demand, though David points to supply bottlenecks hitting future potential. As for the future of the tech trade, he points to AI data centers and energy to power them as the next feasible step forward.
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