Whisper it softly, but is some of the investor fervour around Nvidia cooling just a little? The chipmaker has been a phenomenon, riding the surging demand for its artificial intelligence-empowering chips. The stock has jumped 180 per cent this year, fuelling about a fifth of the S&P 500’s gains in the process. But trading volume in Nvidia has slowed in recent months with the average number of shares changing hands down 40 per cent from the first half of the year.
“It tells you how challenging it’s going to be to build that infrastructure, as well as to provide the power to energise it,” says Bram, a founder of investment firm Global Infrastructure Partners. “We’re seeing trillions of dollars of potential opportunity to commit capital.
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