Nvidia's Driverless Catalyst Amid Data Center Transition

3 months ago

Host

"So for Nvidia, I've been talking about this uh driverless car technology as the next catalyst. The data centers optimized for AI are likely to continue expanding robustly for the next two to three years and then at that point there's going to be a gap between the growth rates of those data centers and it'll become more of a replacement story, as those built in 2022 and 2023 start to be replaced four, five, six years later with next generation technology. At that point, I expect that driverless car technology can be the next catalyst for Nvidia to drive growth once the growth rate of data centers starts declining."

The speaker highlights Nvidia's potential to capitalize on a turning point in data center spending. As older data centers are replaced, driverless car technology is positioned as an important catalyst for Nvidia's future growth, marking an opportunity beyond its current AI data center investments.

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