NVDA, AMZN, META: The Adoption of A.I. in Mega Caps
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- Опубліковано 6 сер 2024
- French antitrust regulators are planning charges against Nvidia (NVDA), according to Reuters. Paul Nashawaty analyzes the adoption of A.I. within mega caps. He talks about how Amazon (AMZN) is going to spend over $100B on data centers over the next decade.
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Nvidia, Palantir, tesla 🚀
How does spending on speculative businesses bullish for tech? I have yet to see how llms are ai...? This is commical.
Right! Imagine if Amazon had invested in the speculative business of e-commerce 25 years ago. What a disaster that would have been!
I hear you. That personal computer thing was just pure luck. What will they think of next? Robots that can say "hello"? Pure science fiction fantasy! 🤣🤣🤣