“NVIDIA Just Changed the Economics of AI Data Centers”
NVDA's strategy to frame GPUs as durable revenue-generating assets, combined with broad ecosystem expansion into robotics and sovereign AI, supports a bullish long-term thesis.
This past week, we had a lot of great insight and updates from the biggest AI company itself, Nvidia. And I believe they continue continue to change the AI ecosystem.
Jensen also shared some information earlier this week. Retweeted that the H100 is a three-year-old training chip. Its rental price is up 22% on the month to $328 an hour.