Nvidia is finally starting to behave less like a hypergrowth startup and more like the dominant platform company it has become. Investors should pay attention. If history is any guide, this shift in capital allocation could matter just as much for the stock as the company’s next generation of AI chips.
NVIDIA and ChatGPT have been dominating the financial headlines as the Artificial Intelligence (AI) story has gone viral, but has NVIDIA’s seemingly overnight growth been as sudden as it appears? We ran our proprietary analysis.
"I think there's a chance that inflation is just a little stickier than people think and their fiscal and monetary stimulus in the last several years is more than people think."
