Most tech overhired during the pandemic. THAT was a bubble. Nvidia on the other hand just kept building GPUs, like they've been doing for decades. Then GPTs took off and people built them in CUDA.
They doesn't really seem like a bubble to me, but rather a moat they they've spent a long time building.
People are flocking there because it's the next big thing. For now.
They doesn't really seem like a bubble to me, but rather a moat they they've spent a long time building.
People are flocking there because it's the next big thing. For now.