The People Who Know Nvidia and Palantir Best Have Issued a $9.3 Billion Warning to Wall Street
With Nvidia generating boatloads of operating cash flow from its AI hardware, CEO Jensen Huang is leading the charge on new product development. Specifically, Huang is attempting to introduce a new AI-advanced chip to market every year, which is an aggressive goal. If successful, it should cement Nvidia as the clear leader in compute capabilities in AI-accelerated data centers.For instance, Nvidia's graphics processing units (GPUs) are absolutely dominant in AI-accelerated data centers. On top of being the ...