The chapter explores Nvidia's impressive 427% year-over-year growth in the data center business driven by cloud providers and enterprise adoption. It also delves into the concept of sovereign AI and Nvidia's infrastructure enabling nations to build artificial intelligence capabilities. The discussion covers optimism on growth opportunities, challenges in autonomous driving, and Nvidia's evolution beyond gaming GPUs to AI and cryptocurrency mining.
The tech giant continues to crush analysts’ lofty expectations.
(00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation.
Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups.
Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL
Host:Ricky Mulvey
Guests: Asit Sharma, Mary Long, Matt Frankel
Engineers: Tim Sparks, Desiree Jones
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