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How Nvidia is tackling data center challenges
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Is this the "fourth inning" of the AI landscape? WestEnd Capital Management senior equity analyst Ali Mogharabi joins the Morning Brief to discuss a future of "million-chip data centers" and Nvidia's (NVDA) competitive advantage.
Mogharabi explains that Nvidia has done a "good job" transforming itself into a full-stack platform, with offerings extending beyond GPU. This strategy has allowed Nvidia to build a protective "moat," Mogharabi adds. The analyst highlights the challenge of supplying electricity to data centers but says Nvidia software is helping to make chips operate more efficiently.
#youtube #news #Nvidia
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Mogharabi explains that Nvidia has done a "good job" transforming itself into a full-stack platform, with offerings extending beyond GPU. This strategy has allowed Nvidia to build a protective "moat," Mogharabi adds. The analyst highlights the challenge of supplying electricity to data centers but says Nvidia software is helping to make chips operate more efficiently.
#youtube #news #Nvidia
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Follow Yahoo Finance on social:
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