AI companies are spending so much on infrastructure that Nvidia’s data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania? And should we even be calling it a “bubble” when the belief in AI’s future is what’s holding the whole ecosystem together?
This week on Equity, Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into Nvidia’s massive earnings beat, the circular economy of AI infrastructure spending, and whether CEO Jensen Huang’s optimistic vision of AI agents handling everything in our daily lives can justify the investment.
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