NVIDIA Stock: Is the AI Hype Real?

Is the buzz around artificial intelligence (AI) justified, or is it just another tech bubble waiting to burst? Nvidia, a company whose name has become synonymous with AI's explosive growth, has seen its value skyrocket by nearly 2,000% in the past five years. But what's driving this incredible surge? And more crucially, can Nvidia keep up its dominance in the fiercely competitive AI market?

In this quick analysis, we dive into the heart of Nvidia's success, from its strategic innovations like the groundbreaking Blackwell platform to its pivotal role in the AI chip market. Discover how Nvidia's GPUs and partnerships are setting the stage for a future where AI could reshape our world.

Yet, with great success comes great challenges. Competitors are lining up, from tech giants to Nvidia's own clients, each with their own ambition to carve out a significant slice of the AI market. We'll explore the potential threats to Nvidia's throne and what it means for the future of AI technology.

Whether you're an investor, a tech enthusiast, or someone curious about the future of AI, this video is for you. Join us as we unpack the reality behind the AI hype, the prospects of Nvidia's continued dominance, and the evolving landscape of technological innovation.

Don't miss out on this balanced exploration of Nvidia's journey, the AI revolution, and what it all means for the world of technology and beyond.

This video is not investment advice.

[wreckage-vsjv]

There is already a LOT of future priced into Nvidia. Competitors will have their own chips anytime soon. Hardware isn't the real thing. Because what's happening is LLM/AI experts are headhunted and like captured from streets in broad daylight. Once again software is the key.

[kaede]

It's gonna return to $500 ish, this is a one time deal. Right now, nobody has a framework as mature as CUDA, it just works, since nVidia's been developing for years. Jensen tried and failed to cornered the market by purchasing ARM so everybody HAVE to pay nvidia if they are going to develope their own Ai ASIC chip. But make no mistake, ALL big players Google, Amazon, Apple, Tencent, Alibaba, Microsoft, Meta.... are developing their own ASIC and framework, it's just they are not mature enough for prime time, and loosing at starting point on Ai has a compouding effect so they are compromising by buying nVidia H100s. But its kind of one time deal, first the mark up for H100 is just extremely high is the same silicon they sell for the 4000x series and a 4090 sells for $2.4k while the H100 for $20k the only difference is the higher bandwidth and bigger cap in vram (GDDR6 vs HBM) which cost like 100 bucks tops for the 100Gb... Plus is pure logic, think about it if you are one of those big players CEO... do you want to have a third party to control your core business while having the resource to develope yourself and maintaining 100% control and 10x cheaper?
Bought it at Nov at 460 and sold it at 930