$NVIDIA Corp(NVDA)$ There are

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Jim1995
2023-12-21

$NVIDIA Corp(NVDA)$ There are investors who have sold off their positions in Nvidia, thinking that, given its astronomical price, the normal occurrence would be for it to begin to lose market share. But Gonzalo León — professor emeritus at the Technical University of Madrid — points out that the company isn’t resting on its laurels. “The emergence of generative AI and the need to train large language models (LLMs) have dramatically increased demand. [In the past, Nvidia] had the right chip to respond: the H100. Now, they have announced the H200 for the beginning of 2024, with performance that’s double that of the previous one. It’ll be a new success.”

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