Hitting The Nvidia Wall
Update: 2024-06-25
Description
Nvidia is the engine room of the AI moment, but they are struggling a little right now. The stock underwent a massive correction this week, and founder Jensen Huang is reportedly worried that the gravy train is about to end.
We used that as an excuse to dive into a few interesting trends going on in AI, Apple's moves, whether the hype is matching the product, and what it all means.
Note: we said in this episode that Apple was striking an AI deal with Meta, but now Bloomberg is saying it ain't so. Still, broader point holds.
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