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Nvidia really is best positioned to benefit from the AI wave. They are the main provider for GPUs to the cloud-based LLM companies, and their GPUs are still pre
by Insanity 20d ago
Nvidia really is best positioned to benefit from the AI wave. They are the main provider for GPUs to the cloud-based LLM companies, and their GPUs are still preferred for local models as well.
So either way they win.
- Exoristos 20d agoUnless even factoring in those advantages, they are still massively overvalued, which seems to be their fear.