Nvidia's Valuation and Performance Amid AI Progress and Export Restrictions

Nvidia's stock valuation is being compared to Microsoft and Apple, with concerns about diminishing growth rates as the company expands. Despite leading the AI revolution, there are worries about the stock's susceptibility to sudden surges and the impact of slowing down on its future prospects. Additionally, Nvidia's performance is impacted by U.S. government export restrictions despite a strong quarter. The company remains a key player in AI development, with revenue mainly from GPUs in data centers for AI workloads. Investors closely monitor Nvidia as a bellwether for AI progress.