Sarbjeet Johal on LinkedIn: #bg2pod
Technology Analyst and GTM Strategist Dan Niles sounds alarm over AI infrastructure stocks, to be more specific, Nvidia. He has his rationale.
Quite a few people have interpreted Satya Nadella’s comments on #BG2Pod as a bearish signal for AI infrastructure stocks but Dan takes his analysis to another level.
Counterpoints to Dan's POV
My rationale against Dan’s POV is two points:
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Microsoft started investing early on and had a 12 to 18 months leg up over others. Now likes of X and Meta are investing heavily, besides a long tail of corporations and nation states (under sovereign AI umbrella).
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Explanation of two new post-training ‘scaling laws’ by Jensen Huang and then reinforced by Satya Nadella on his India trip last week have had lowered some of concerns around GPU demand.
cc David Vellante, John Furrier, Robert Hof, David Floyer, Thomas Erl, David Linthicum, Stacy Rasgon, Patrick Moorhead, Crawford Del Prete, Matt Eastwood, Dr. Marcell Vollmer
Full segment: https://lnkd.in/gYUnku3k EVP Sales Kore AI | University Chair AI | Advisor Gen AI Lol, I spent my yesterday at NVIDIA’s EBC, and their AI infrastructure strategy is brilliant—especially when it comes to retail use cases.
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