Nvidia reported one other huge quarter this week with $46.7 billion in income, a 56% year-over-year enhance pushed nearly solely by AI demand. However regardless of CEO Jensen Huang’s daring prediction of $3 trillion to $4 trillion in world AI infrastructure spending within the subsequent 5 years, the inventory slid as buyers questioned how lengthy this type of progress can final.
Immediately on Fairness, Kirsten Korosec, Max Zeff, and Anthony Ha dive into Nvidia’s earnings and what the market’s response reveals about investor confidence within the AI increase’s longevity.
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Fairness is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts each Wednesday and Friday.
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