#Investing
#QCOM
#Qualcomm
QCOM (Qualcomm) Investment Analysis
Against the backdrop of U.S. stock AI giants reveling in valuations soaring by tens of multiples, Nvidia's Jensen Huang has surprisingly done something.
8 min
2 articles
Against the backdrop of U.S. stock AI giants reveling in valuations soaring by tens of multiples, Nvidia's Jensen Huang has surprisingly done something.
Over two years, AI infrastructure focus shifted from GPUs to power, then optical modules, liquid cooling, transformers, and data center REITs.