When people tell you that AI is hyped, drop this with them: “Nvidia CEO Jensen Huang announced on Tuesday that the artificial intelligence powerhouse will construct seven new supercomputers for the U.S. Department of Energy, marking the company’s expanding influence in global AI infrastructure. The announcement, made during Nvidia’s annual GTC conference in Washington, D.C., and was first reported by Reuters, came alongside revelations that the company now holds a staggering $500 billion in AI chip bookings — a record that cements its dominance at the heart of the global AI revolution.”
Yes, $500B in AI chip bookings. Good People, across all indicators, the conversation should be “How do I get into AI” and not checking if AI is real or not. AI is not metaverse. AI has a physical layer (datacenters, power plants, etc) which will remain, and that layer will power the next phase of economic expansion.
And investors believe: “Nvidia on Wednesday became the first company to reach a $5 trillion market capitalization during intraday trading, a milestone fueled by a flurry of new partnership announcements that bolstered the chipmaker’s dominance in the artificial intelligence boom. The stock jumped as much as 5.6% to $212.19 in early trading, topping the $205.76 level required for a $5 trillion valuation. Nvidia crossed the $4 trillion mark just four months ago, and its valuation now exceeds the combined worth of several major chipmakers and entire sectors of the S&P 500.” – LinkedIn News
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