Stratechery cover image

Nvidia On the Mountaintop

Stratechery

00:00

Intro

This chapter explores NVIDIA's impressive turnaround, showcasing a dramatic increase in revenue and stock price fueled by surging interest in artificial intelligence. It also examines the broader implications of this growth for the tech industry and future comparisons with Cisco.

Play episode from 00:00
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app