NVIDIA stands out as a $5 trillion company, playing a crucial role in the rapid growth of AI technology. Its unique position as a semiconductor and software leader fosters a strong ecosystem and developer community. The discussion covers competition from AMD, geopolitical risks, particularly with China, and the future of AI infrastructure spending. Investment perspectives weigh Nvidia's high valuation against its growth potential.
Up Next in Season 1
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When the Bubble Bursts | Shimmy Says ...
Is AI creating the next big economic bubble? 💥 In this episode of Shimmy Says, Alan Shimel explores the parallels between classic rock’s rise—like Led Zeppelin’s iconic era—and the cycles of financial euphoria that lead to market crashes.
Discover the warning signs of another bubble forming, how...
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Digital Transformation is AI Transfor...
In this episode of Shimmy Says, we explore how digital transformation reshaped society during COVID, accelerating the shift from physical storefronts to cloud-powered platforms. The conversation highlights women’s rights, the challenges of rapid digital adoption, and the rise of AI transformation...
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It is the Best of Times, It is the Wo...
Yesterday marked 24 years since 9/11. For my family, it will never be just a date in the history books.
That same day, news broke of yet another school shooting in Colorado and the shooting of Charlie Kirk. Instead of pulling us closer, these tragedies seem to drive us further apart.
And yet, at ...
