Nvidia’s New Chips, with a Side of Valuation
发布时间 2025-03-19 20:15:00 来源
摘要
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?
(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:
- The coming generation of chips.
- Increased competition from hyperscalers.
- Partnerships in fast food, autonomous driving, and robotics.
Then, (19:44), a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to investment decisions.
Got a question for the show? Email podcasts@fool.com
Companies/tickers discussed: NVDA, PYPL
Host: Mary Long
Guests: Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl
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