The AI trade could shift back in Nvidia's favor. Here's why
Physical infrastructure is likely to take up a smaller share of capital expenditures in coming years relative to the core component of all that hardware – chips.
The AI trade could shift back in Nvidia's favor. Here's why
Overview
Physical infrastructure is likely to take up a smaller share of capital expenditures in coming years relative to the core component of all that hardware – chips.
Source
Originally published at www.cnbc.com.
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