I/O Fund CEO and Lead Tech Analyst Beth Kindig joins Ash Bennington, Senior Host & Crypto Editor of Real Vision, to discuss the explosive growth and future potential of Nvidia, the latest semiconductor developments, and much more. Beth explains why she remains bullish on Nvidia but is not a buyer now, how her $10 trillion market cap prediction is progressing, and how Nvidia’s CUDA platform has created an “unbreachable” moat.
Nvidia’s product roadmap is very strong, and companies focussing on custom silicon chips are having a hard time keeping up, especially with the introduction of the new Blackwell systems. The company has created an additional layer of moat with the move to release AI chips to a yearly cadence, so it’s even impossible for the Big Tech companies to catch up with Nvidia right now.
We are not buying Nvidia right now because SMH is not supporting its all-time high, and we would like to see that resolved before we resume buying Nvidia. The PC rebound is also slower than expected, so SMH has not been able to keep up with the three AI stocks, namely Nvidia, TSMC, and Broadcom.
Watch the full interview below:
https://www.realvision.com/1mjgit8yu3e
Timestamps:
00:05 Introduction
02:30 Cuda moat
06:14 Product roadmap
12:00 Perplexity AI
13:26 Nvidia valuation
17:15 SMH
21:20 AI Impact
24:10 Crypto