Is this why the stock is in the toilet for years now? It seems it missed the AI bubble, at least from an investor standpoint, like there's tremendous skepticism.
However the amount of resources at stake is incredible. The delta between NVIDIA's value and AMD's is bigger than the annual GDP of Spain. Even if they needed to hire a few thousand engineers at a few million in comp each, it'd still be a good investment.
Is this why the stock is in the toilet for years now? It seems it missed the AI bubble, at least from an investor standpoint, like there's tremendous skepticism.