> Once enterprise adoption of AI picks up, demand for chips will increase 2-3 times further.
Possibly their greatest asset, as an investment, is their crazy high margins. Nvidia in 2023 is where Intel was in 2007, where they could basically charge almost any price because they were so dominant in the market. I remember when E5s were selling for $2000 a pop and data centers were using thousands of them.
Possibly their greatest asset, as an investment, is their crazy high margins. Nvidia in 2023 is where Intel was in 2007, where they could basically charge almost any price because they were so dominant in the market. I remember when E5s were selling for $2000 a pop and data centers were using thousands of them.