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The bear case against Nvidia and artificial intelligence

The bear case against Nvidia and artificial intelligence

The computer chip company will struggle to sustain its growth as interest in AI wanes.

Parmy Olson

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Does anyone in Silicon Valley know the saying “the bigger they are, the harder they fall”? Perhaps it’s just a matter of time before they will.

Tech company leaders should be wincing at the rapid ascension of Nvidia now that the artificial intelligence rally has propelled the chipmaker to become the world’s most valuable company.

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Original URL: https://www.afr.com/technology/the-bear-case-against-nvidia-and-artificial-intelligence-20240701-p5jq46