Nvidia would need to generate 3x its current revenue for a decade to break even on infrastructure spending. Combine that with the fragile deck of cards house that is the financials behind the growth and it would be irresponsible to NOT have angst.
I mean, if AI becomes skynet self aware and tries to launch nukes, then NVDA to the moon; otherwise at least get the llms to stop garbling my to-do list dates and durations when I move an item around.
Nvidia would need to generate 3x its current revenue for a decade to break even on infrastructure spending. Combine that with the fragile deck of cards house that is the financials behind the growth and it would be irresponsible to NOT have angst.
I mean, if AI becomes skynet self aware and tries to launch nukes, then NVDA to the moon; otherwise at least get the llms to stop garbling my to-do list dates and durations when I move an item around.