Choosing to self classify semiconductor manufacturers as industrials over technology is such a moot point. GICS sectors are what they are for a reason. You can't just choose to see yourself differently for the sake of it. Does not make for fair comparisons at all.
Νot interested in AI applications but rather AI infastructure? But who do you think is paying for Nvidias GPUs? Its the AI application companies...if they dont figure it out...then Nvidias number will go back down
Choosing to self classify semiconductor manufacturers as industrials over technology is such a moot point. GICS sectors are what they are for a reason. You can't just choose to see yourself differently for the sake of it. Does not make for fair comparisons at all.
Νot interested in AI applications but rather AI infastructure?
But who do you think is paying for Nvidias GPUs?
Its the AI application companies...if they dont figure it out...then Nvidias number will go back down
I disagree with most of his thesis.
Why?