Is NVIDIA the Cisco of Today’s AI Age?

NVIDIA is officially the financial story of the year so far, and we’ll look at what it means for the economy as a whole and the future of AI. And with advancements in tech, we’ll examine how that affects data usage and why commodities, not technology, might be the discussion point for the next decade.

Key Takeaways

• [00:17] - NVIDIA is the story of the year
• [05:12] - Is NVIDIA the Cisco of today?
• [10:50] - The trial and error of AI
• [15:42] - Energy usage today + a commodity supercyle incoming?
• [24:41] - What are Americans’ true sentiments on the economy?

View Transcript

Links

• Nvidia now worth more than all German stocks put together
• Nvidia’s share of data center compute market has grown from about 15% five years ago to circa 80% today
• Goldman: Peak oil demand is still a decade away
• Oddlots - Goldman’s Jeff Currie: it’s a commodities supercycle
• Majority of Americans wrongly believe US is in recession – and most blame Biden

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.