The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia
The AI bubble is a hot debate, and rightfully so. Companies like Google are pouring tens-of-billions of dollars into Nvidia (NVDA stock) GPUs every quarter. Is the data center spending spree ready to implode? Or is there more to the story? Chip Stock Investors Nick and Kasey level the conversation with some facts about data center spending, in light of Alphabet's (GOOGL stock) solid earnings. Far from a bubble, the current pace of "AI spending" might actually be a completely normal cycle. The discussion concludes with implications for Nvidia stock for the rest of 2024 and beyond.
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Chapters:
00:00 Introduction: The AI Bubble Debate
00:23 NVIDIA's Data Center Boom
00:50 Sequoia's $600 Billion AI Question
03:37 Understanding Data Centers and AI
05:43 Google's Infrastructure Upgrade
09:01 Alphabet's Financial Health
19:19 NVIDIA's Future in AI and Data Centers
20:46 Conclusion and Subscription Call
Nick and Kasey own shares of Alphabet stock.
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