To The Moon

If AI labs are slowing frontier model releases, why are semis still making new highs? My take: the market is shifting from AI hype → AI infrastructure. Even if models improve more slowly, demand for GPUs, HBM, networking and power keeps growing because enterprises are only beginning large-scale deployment. Curious whether everyone thinks this is a temporary rally or the start of the next capex cycle.

My fav 2 stocks but yet to own nvidia

Hope everyone huat arrrr

NVIDIA is a technology company that has been at the forefront of the artificial intelligence (AI) revolution. Their approach to AI is centered around their GPU-accelerated computing platform, which provides the computing power necessary to train and run deep learning models. NVIDIA's take on AI is focused on creating a future where AI can be used to solve some of the world's most pressing problems. One of the key aspects of NVIDIA's approach to AI is their focus on democratizing access to AI tools and technologies. They have created a range of hardware and software solutions that are accessible to researchers, developers, and businesses of all sizes. This includes their Jetson platform, which is a series of embedded computing boards that are designed to make it easier to develop and deploy

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