BofA analysts, in a note this month, said Nvidia's results will mark the "next important test for AI bulls," adding that the company's per-share profit "could have enough substance even if less sizzle ...
I know that AI experts like Epoch AI have been projecting a continuation of the 5X per year increase in AI training compute but Grok 2 was released in August ...
The stock market tumbled last week, led by highly valued growth plays such as Palantir and Tesla. Nvidia earnings loom.
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