MarketWatch
US · 24 mins ago
✦ 72◉ Centre
Why the most important company enabling AI isn’t Nvidia, according to this fund manager
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Quality 72/100
Partisan intensity 35/100
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◉ Centre ✗ Clickbait headline
A portfolio manager argues that a company other than Nvidia is the most important enabler of AI growth, though the summary does not specify which company or provide supporting evidence.
Why the most important company enabling AI isn’t Nvidia, according to this fund manager
Portfolio manager Jonathan Cofsky talks about where to find the winners in the AI landscape and one company that is beating all comers.
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