Nvidia & Microsoft: The Race to $4 Trillion
Nvidia and Microsoft are on the brink of becoming $4 trillion companies, fueled by the excitement around artificial intelligence (AI). While Nvidia's success comes from its chips being essential for AI, Microsoft faces a more complex path. Its growth hinges on customers' willingness to pay for AI services, which must become integral to daily corporate life. Despite a recent surge in market value, Microsoft struggles with internal challenges, including layoffs and dependence on Nvidia. The future of AI in Microsoft’s strategy remains uncertain, making timing crucial for its success.
