“NVIDIA numbers are going to be the bellwether for AI, right?” – 02:12
Sarbjeet Johal, Founder & Principal Analyst at Stackpane, joins Remy Blaire to discuss the current state of the AI industry and its implications for investors and tech giants.
Sarbjeet provides valuable insights into Altman’s concerns. Sarbjit emphasizes that while Altman’s alarm is significant, it should be taken with caution. He highlights the ongoing capital expenditures (CapEx) in the industry and the need for developers to create robust applications that can deliver deterministic outcomes, rather than relying on probabilistic models that may lead to inaccuracies.
Shifting focus to NVIDIA, a key player in the AI landscape, we discuss the upcoming earnings report and its potential impact on the market. Sarbjeet notes that NVIDIA’s performance will serve as a bellwether for the AI sector, with expectations that it could move the market significantly—by at least 5%—in either direction.