Nvidia's New AI Chip: A $5 Billion Opportunity?

Nvidia's stock surged on the unveiling of its Rubin AI chip, projecting massive revenue potential and solidifying its AI dominance. Oracle's strong AI-driven sales outlook fueled a broader rally in chip stocks like AMD and Broadcom amidst booming semiconductor sales. Despite some volatility and rising competition from Broadcom, Alphabet, Amazon and Meta, Nvidia's stock remains near its yearly high, leaving investors to weigh the opportunity. Hosted on Acast. See acast.com/privacy for more information.