AI is a commodity
I think the CEO mentioned this during the previous financial results, but ultimately, AI will become a commodity, and its value will fluctuate like gold and silver, depending on whether it is held or not. We are currently in the process of creating this commodity, and the time will come when only those who own AI will profit, rather than whether AI itself is profitable. In other words, Nvidia is like a mining company.
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Jamaica no problem : Thank you for your valuable comment. The future where AI itself becomes like a commodity, subject to seasonality and supply and demand, is a new concept.