Monologue: What If I'm Right?
Better Offline
00:00
The Troubling Landscape of NVIDIA and the AI Sector
This chapter analyzes NVIDIA's disappointing earnings report, highlighting concerns over data center revenue and its reliance on partners like CoreWeave. The discussion further delves into the troubling prospects for AI companies, including OpenAI, as they grapple with unsustainable business models and the need for restructuring.
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