Question for HNers: Do you think that AI is having a big enough impact already to generate this valuation? Is it changing your life?
And do you think all of Nvidia’s customers throwing money at data centres full of GPUs will cause the current generation of AIs (LLMs etc) to deliver greater and greater returns, sufficient to make Nvidia worth this current valuation and more?
WalMart’s market cap is $540billion. Would you rather own one Nvidia, or WalMart six times over?
And do you think all of Nvidia’s customers throwing money at data centres full of GPUs will cause the current generation of AIs (LLMs etc) to deliver greater and greater returns, sufficient to make Nvidia worth this current valuation and more?
WalMart’s market cap is $540billion. Would you rather own one Nvidia, or WalMart six times over?