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Nvidia’s Blowout Guidance Raises the Stakes for AI
Nvidia’s latest earnings show demand for AI chips is still running hot, but the bigger question is whether the companies spending trillions on AI infrastructure can generate enough revenue to justify it.
In this episode of The Financial Exchange, Chuck Zodda and Mike Armstrong break down Nvidia’s earnings, its massive revenue growth guidance, and the scale of the company’s one day market cap move. They also discuss Nvidia’s reported deal to buy Hugging Face, concerns about AI agents acting in unexpected ways, and Meta’s multibillion dollar settlement over social media’s impact on teens. Plus…
The skinny
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