Good point about whether these AI software features will drive end users to pay significantly more, especially as these capabilities quickly become commoditized and are not unique selling points. Having said that, I believe hyperscalers will still continue to invest heavily in chips even without seeing short-term and even mid-term returns, which should keep Nvidia relatively safe in the short term.
Good point about whether these AI software features will drive end users to pay significantly more, especially as these capabilities quickly become commoditized and are not unique selling points. Having said that, I believe hyperscalers will still continue to invest heavily in chips even without seeing short-term and even mid-term returns, which should keep Nvidia relatively safe in the short term.