AI AI AI AI AI AI AI AI AI AI AI AI AI
Which companies (publicly traded), besides NVDA, are actually making money here?
Gaming was 50% of their biz when I stopped owning them. I think it might be something like 15-20% now. Crazy growth in DC segment.
The weird thing is…I think the generative AI hype wore off a bit, and this is momentum buying (of AI compute) in anticipation of doing…something AI-ish.
Either this leads to a new plateau of generative AI solutions sweeping the world, or it stagnates for a bit. I am not sure which way it will go.
Funny thing is that, prior to 2020, the hype was still a bit mainly on potential of Autonomous Vehicles (AV) category, but that hasn’t materialized yet. What if it does? I think practical real-world concerns keep that at bay for many more years, in normal driving environments. Might be a different story for industrial uses.
Dreamer