All in Podcast Makes the Case for the AI Decade and Terminal Nvidia Value of $10 Trillion
by Brian Wang from NextBigFuture.com on (#6JXRR)
The All in Podcast had a discussion and debate about the AI decade. They compare the current AI infrastructure boom with the internet boom. The current situation is less of a bubble because Nvidia is not getting that large a multiple off its real earnings. They are certain that the current build out phase will ...