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Bloomberg Invest 2023 (Podcast)

Bloomberg Intelligence

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NVIDIA: The Next Level of Abstraction

Right now, NVIDIA is absolutely an obvious place to go. You can't get H100s for a lot of money. And they've all been ordered years in advance. So I would just see who's going to be building the software applications on top of the chips and those would be places to look. Looking kind of further down the line. The next few years. Absolutely.

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