Nvidia, AI and Stock
NVIDIA and Microsoft Open Next Era of Gaming
Don't expect to hear a lot about better framerates and raytracing at the Nvidia GTC keynote. AI will instead be the subject of the day.
When Nvidia's AI bubble finally bursts and it can't just print money anymore, I really hope it remembers its gaming roots to produce great GPUs again.
Forecasts for AI accelerator sales paint a rosy picture for Nvidia. AMD, for example, once predicted that AI accelerators would generate $500 billion in industrywide revenue in 2028. However ...
"The CapEx plans communicated by Meta, Microsoft, Google and Amazon ..... paint a very ... Blackwell series, Nvidia is shifting from selling individual chips to full AI computing systems such ...
So far, demand for Nvidia's AI chips has not faltered ... "The CapEx plans communicated by Meta, Microsoft, Google and Amazon ..... paint a very positive picture of the near-term demand backdrop ...
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