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  • Info
57. Is Nvidia Cisco or Google? AI vs Internet Bubble, RSAC Preview
May 4, 2024
A discussion took place on the future of Nvidia, with John Furrier and Dave Vellante debating whether the company is more like Cisco or Google. Vellante argued that Nvidia is a chip company, aligning it with Cisco, while Furrier believed Nvidia's software capabilities make it similar to Google. Both acknowledged Nvidia's strong position in the AI market but differed on its potential for success. They also discussed the similarities between the current AI industry and the dot-com era, including the potential for a bubble and the importance of infrastructure re... Read more
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