Nvidia reported another large quarter this week with revenue of $46.7 billion. This is a 56% year-on-year increase, driven almost entirely by AI demand. However, the stocks slide as CEO Jensen Huang questioned how long this type of growth would last, despite bold forecasts for $3 trillion to $4 trillion in AI infrastructure spending over the next five years.
Today in Equity, Kirsten Korosec, Max Zeff and Anthony Ha reveal what the market response reveals about Nvidia's revenues and investors' confidence in AI Boom's lifespan.
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Equity is TechCrunch's flagship podcast produced by Teresa Loconsolo, posted every Wednesday and Friday.
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