As the AI race heats up, Ram Ahluwalia, Lumida Wealth Management CEO, joins Catalysts to discuss how the competition may weigh on Nvidia on it from the early adopters — Meta's seen ROI on their CapEx spend. So, we think Nvidia's got plenty of room to grow from here."You've also got potential competition, I guess from Cerebra here is the glory run over from NVIDIA.NVIDIA clearly is capturing the bulk of the value capture in the sector and industry.
Google can enforce upon that those IP rights if they choose to meta also has data from user generated videos, they can train on.Open A I needs to grow their user base and they can finance their Capex ving. Dow Jones Hovers At Record High As Nvidia Gains On 'Generational Opportunity'; Warren Buffett Unloads Top Holding JERUSALEM — Hamas confirmed Friday that its leader, Yahya Sinwar, was killed by Israeli forces in Gaza and reiterated its stance that hostages the militant group took from Israel a year ago will not be released until there is a cease-fire in Gaza and a withdrawal of Israeli troops.
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