By Sean Williams
Publication Date: 2026-02-03 00:00:00
Key Points
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Artificial intelligence (AI) is the most significant technological leap forward since the advent and proliferation of the internet roughly three decades ago.
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Though Broadcom and AMD have paths to success, Nvidia’s compute advantages have enabled it to gobble up the bulk of graphics processing unit (GPU) market share in AI data centers.
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Nvidia’s biggest supporters may turn out to be its downfall.
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Approximately three decades ago, the advent and proliferation of the internet completely changed the growth trajectory for corporate America. The internet was a technological advancement that opened new sales and marketing channels, as well as paved the way for the retail investor revolution.
Investors have been waiting decades for the next technological leap forward to rival the rise of the internet. The evolution of artificial intelligence (AI) looks to be this long-awaited innovation, with companies like Nvidia (NASDAQ:…
