Investing in the next phase of AI race after Nvidia earnings

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Nvidia News

Jensen Huang,Harvest Portfolio Management,Artificial Intelligence

The AI trade is still alive and well! Chip powerhouse Nvidia (NVDA) beat its fiscal first-quarter earnings, reported on Wednesday, and CEO Jensen Huang...

reported on Wednesday, and CEO Jensen Huang believes artificial intelligence will continue to be a"giant market opportunity" for the company.

Here's what he said, we have a great position in inference because inference is just a really complicated problem, you know, and the software stack is complicated.It's just gonna be a giant market market opportunity for us. He can do that to make us feel that they've got their bases covered and they're not going to peak just as Ben said, necessarily with large language model building.

It's something that we hear regularly as people are exploring where to put those workloads um in the cloud.But, but again, as we said, right, there's a huge set of competition out there. So Dell is my way to play it because Super Micro has already been uh too good of an investment for me.Not necessarily the infrastructure as much, although I guess you could call the hyper scalars infrastructure.Oh yeah, I own uh the uh hyper scalars.

But exactly how hard is it, I guess, II I think the best way to think about this and this sort of ties to a little bit of the segment that you had before about what's going on with A IP CS. And they have a whole host of customer success stories, economic stories, money saving stories, performance per watt stories.

 

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