AI landscape today compared to the internet in the late 1990s:
1. During the internet infrastructure buildout,
$思科 (CSCO.US)$ revs increased ~15.5x over 6 years from the end of 1994, when Netscape Navigator (the first mass internet browser) was introduced, to its peak and Cisco’s stock rose ~4000%.
2.
$英伟达 (NVDA.US)$ 自从2022年底OpenAI的ChatGPt问世以来,到目前为止的7个季度的财务报告显示,营业收入“仅仅”增长了5倍,股票仅仅上涨了7%。