Hitting The Nvidia Wall

Nvidia is the engine room of the AI moment, but they are struggling a little right now. The stock underwent a massive correction this week, and founder Jensen Huang is reportedly worried (www.theinformation.com/articl...) that the gravy train is about to end.
We used that as an excuse to dive into a few interesting trends going on in AI, Apple's moves, whether the hype is matching the product, and what it all means.
Note: we said in this episode that Apple was striking an AI deal with Meta, but now Bloomberg is saying it ain't so (www.bloomberg.com/news/articl...) . Still, broader point holds.
Links

• Nvidia’s Jensen Huang Is on Top of the World. So Why Is He Worried? - The Information (www.theinformation.com/articl...)
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