Nvidia: Here's why Raymond James reiterates its 'strong buy' rating on the semiconductor giant

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  • เผยแพร่เมื่อ 21 พ.ย. 2024

ความคิดเห็น • 19

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  • @weirdshibainu
    @weirdshibainu 7 ชั่วโมงที่ผ่านมา +2

    Betting against A.I. in 2024, with Nvidia being the engine that drives it, is like betting against the internal combustion engine in 1886.

  • @mellarx1277
    @mellarx1277 5 ชั่วโมงที่ผ่านมา

    "Is it sustainable?" Like I said, unless you've worked in a data center, you will never know the amount of work it will take to upgrade old those decades worth of X86 servers. Decades, think about it. Decades worth of old tech so, I believe it when Jensen Huang says they are supply constrained, when he says they are just in the beginning of AI transformation. Competitors will have a very hard time catching up as long as Nvidia keeps coming up with new tech every year. By then, competitors tech will be old tech.

  • @matthew.stevick
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