Search...
how is “we can’t make the GPUs fast enough to sell them” with 74% gross margins a bubble?
how is an increase of next quarter’s guidance by $4B against street expectations a bubble?at some point we have to ask if all this demand is real? if these earnings aren’t fake?if the world is actually changing because of AI? if the smartest people on the planet are dedicating their life towards building products rooted in AI?if the answers to those questions are yes, then while it’s healthy to be skeptical about all the nuances of this AI revolution, it seems very weird to completely dismiss the revolution as not realSource: amit
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments