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Friday, September 22, 2023

Nvidia Godfather of AI - Why the Market is Bullish

What is their Economic Moat

Where is the Growth

Dot Com Era - History Repeating Itself

Nvidia - Under The Hood

Two CEO's Personal and Professional Relationship

Risks to its Growth

My other posts on AI Value Chain, Microsoft King of AI in Software, Salesforce under the AI Cloud, AWS is the Crown Jewel and how Generative AI can transform Telecoms, Energy and Utilities

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Labels: Advisory, Analysis, ChatGPT, Digital Transformation, future, GenAI, Geo Politics, IT Services, Nvidia, Strategy, TSMC

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Friday, September 22, 2023

Nvidia Godfather of AI - Why the Market is Bullish