The Rundown cover image

Deep Dive: Is Nvidia Undervalued?

The Rundown

00:00

Hyperscaler Spending and Measurable ROI

Zaid notes hyperscalers' $700B planned AI CapEx and cited revenue gains from generative AI use cases.

Play episode from 08:37
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app