Nvidia may be giving investors clues about where the AI trade goes next.
Spears & Co. founder and CIO Ivana Delevska joins Yahoo Finance to explain why Nvidia’s investments in its suppliers may be particularly revealing as bottlenecks shift across the AI infrastructure supply chain.
Timestamps
00:00 Should investors follow Nvidia’s portfolio?
01:50 Where Nvidia’s AI bottlenecks are moving
03:00 Why optical demand could surge
04:17 Is Nvidia’s AI financing creating a bubble?
06:17 Improving GPU utilization
07:08 Where the next AI opportunities are emerging
#Nvidia #NVDA #AI #AIStocks #Investing #Semiconductors #DataCenters #Stocks #YahooFinance
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