Nvidia: The Only Threat Is Alphabet (NASDAQ:NVDA)
Its GPUs are the default hardware for training and deploying large language models. Add to this its CUDA software stack, and you have anJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencie ...