Last week, I wrote that NVIDIA could surpass Apple in five years as the artificial intelligence economy will be nearly four times larger than the mobile economy that drove Apple. To get an understanding of how big the AI economy will be, we pointed towards estimates...
NVIDIA has a market cap of roughly $550 billion compared to Apple’s nearly $2.5 trillion. We believe NVIDIA can surpass Apple by capitalizing on the artificial intelligence economy, which will add an estimated $15 trillion to GDP. This is compared to the mobile...
I had the opportunity to talk with Richard Kerris, vice president of the Omniverse development platform at NVIDIA. In the interview, I asked Kerris questions that are on every investor’s mind, including pointed questions about where real revenue growth will come from,...
The most exciting products and the most rewarding tech stocks on the market today are the ones that challenge Big Tech. This is because the market will often underestimate the ability of an agile team to disrupt the incumbents despite substantial evidence that this is...
