First, if AI is a big value driver, in a general economic sense, is your view that NVIDIA is over prices against its future potential or just that relatively NVIDIA will under perform other investment alternatives you see.
Second, and perhaps an odd and speculative (perhaps nonsense) thought. I would expect that in this area one might see some network effects in play as well so wondering if that might impact the AI engineering decisions on software. Could the AI software solutions look towards maximising the value of the installed network (AIs work better on a common chip and code infrastructure) than will be true if one looks at some isolated technical stats. A bit a long the lines of why Beta was displaced by VHS dispite being a better technology. If so, then it seems possible that NVIDA could remain a leader and enjoy its current pricing powers (at least to some extent) for a fairly long period of time.
Two questionson this.
First, if AI is a big value driver, in a general economic sense, is your view that NVIDIA is over prices against its future potential or just that relatively NVIDIA will under perform other investment alternatives you see.
Second, and perhaps an odd and speculative (perhaps nonsense) thought. I would expect that in this area one might see some network effects in play as well so wondering if that might impact the AI engineering decisions on software. Could the AI software solutions look towards maximising the value of the installed network (AIs work better on a common chip and code infrastructure) than will be true if one looks at some isolated technical stats. A bit a long the lines of why Beta was displaced by VHS dispite being a better technology. If so, then it seems possible that NVIDA could remain a leader and enjoy its current pricing powers (at least to some extent) for a fairly long period of time.