NVIDIA (NVDA) CEO Envisions Expansive AI Data Centers

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5 days ago
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NVIDIA's (NVDA, Financial) CEO, Jensen Huang, recently stated that there are no physical laws preventing the expansion of AI data centers to incorporate a million chips. Despite the challenges involved, numerous major companies, including OpenAI, Anthropic, Google, Meta, and Microsoft, are fiercely competing for leadership in the AI sector. The potential rewards of reinventing intelligence on a large scale are so significant that these firms are compelled to pursue this technological peak.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.