Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?
(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:
- The coming generation of chips.
- Increased competition from hyperscalers.
- Partnerships in fast food, autonomous driving, and robotics.
Then, (19:44), a number of Fool analysts answer ques ... Show More
Yesterday
Why Most AI Projects Will Fail — And How to Find the Companies That Won't
ROI supersedes AI. That's the blunt verdict from Steve Lucas, Chairman and CEO of Boomi, who has spent 30 years at the top of enterprise software. With OpenAI burning $3 billion a month and Gartner projecting that up to 40% of enterprise AI projects will be abandoned by 2027, the ... Show More
26m 49s
Jul 11
Trump Accounts Are Live, But Are They the Best Choice?
If you'd like to help a child, grandchild, or other young person get started investing, you have a few options when it comes to the type of account to open. Starting this month, a new option is available: Trump Accounts. Fools Robert Brokamp and Joel O’Leary discuss the details, ... Show More
28m 21s
Jul 10
What History Teaches Us About Today’s Market
There’s no question artificial intelligence is the next big paradigm shift in technology, but how that shift plays out could determine how investors can make money. We discuss what we can learn from the PC era, the internet boom and bust, and the mobile phone era in technology. P ... Show More
40m 59s
May 2023
Nvidia Soars to Record as AI Boom Fuels Chips Demand
Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ... Show More
33m 2s
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
May 2023
Episode 1: Nvidia Analysis And the Future Of AI -- Is the Stock A Buy Now?
<p>Nvidia stock has been on a tear in 2023, up nearly 170% so far, as investors have become increasingly bullish on the future of AI.
In this video, we will discuss Nvidia's role in the AI revolution, why we believe its dominance will continue, but why investors should be ca ... Show More
48m 14s
Mar 2024
Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.
Don’t miss our episodes with:
Mis ... Show More
42m 14s