Tesla's move to shut down its Dojo supercomputer team likely increases its usage of general purpose GPUs for AI, Wells Fargo said.
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The real debate — whether all this AI capacity being built today will be profitable tomorrow — remains unresolved.
The Wedbush Securities analyst highlighted Microsoft, Nvidia and Tesla as names that will continue driving the AI revolution.
AMD gave up equity in its deals with Meta and OpenAI. Nvidia shareholders should be glad it doesn't need to go there.
JPMorgan analyst Harlan Sur said that Nvidia's development of physical AI "could potentially drive the next leg of revenue…
Money has been leaving Nvidia and going to other parts of the AI chip complex in recent months.
All eyes remain on Nvidia's quarterly results this week.
