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AI corporations are spending a lot on infrastructure that Nvidia’s information middle enterprise now brings in practically $50 billion. However is that this sustainable development or simply the most recent tech mania? And may we even be calling it a “bubble” when the assumption in AI’s future is what’s holding the entire ecosystem collectively?
This week on Fairness, Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into Nvidia’s huge earnings beat, the round economic system of AI infrastructure spending, and whether or not CEO Jensen Huang’s optimistic imaginative and prescient of AI brokers dealing with every little thing in our each day lives can justify the funding.
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