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Nvidia’s New Chips, with a Side of Valuation
33 minutes Posted Mar 19, 2025 at 8:15 pm.
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?
Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:- The coming generation of chips.- Increased competition from hyperscalers. - Partnerships in fast food, autonomous driving, and robotics.Then,
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Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:- The coming generation of chips.- Increased competition from hyperscalers. - Partnerships in fast food, autonomous driving, and robotics.Then, (19:44), a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to investment decisions.Got a question for the show? Email podcasts@fool.comCompanies/tickers discussed: NVDA, PYPLHost: Mary LongGuests: Asit Sharma, Jason Moser, Karl Thiel, Dylan LewisProducer: Ricky MulveyEngineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices