Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
David Rosenthal
This time it's different. You know, look, we'll spend a while here now talking about what we think about this, but this is very different. This time he frames NVIDIA's trillion-dollar opportunity as the data center. And this is what he says. There is $1 trillion worth of hard assets sitting in data centers around the world right now.
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