The AI boom has turbocharged Nvidia’s fortunes. Can it hold its position?
Competition and regulation may pose a threat—but only eventually
Waves OF INNOVATION often create giants. Microsoft rode the upsurge in desktop computers, as Apple did with the smartphone. Artificial intelligence (AI) may well be the next big technological shift, transforming the way businesses are run and society functions. If so, plenty of firms selling the software and hardware that underpin AI stand to gain. But none is better positioned than Nvidia, an American firm that makes specialist AI chips. Its market value briefly passed $1trn this week. Will AI sweep Nvidia to big tech-dom?
Explore more
This article appeared in the Leaders section of the print edition under the headline “Nvincible? ”
Leaders June 3rd 2023
From the June 3rd 2023 edition
Discover stories from this section and more in the list of contents
Explore the editionMore from Leaders
Mark Zuckerberg’s U-turn on fact-checking is craven—but correct
Social-media platforms should not be in the business of defining truth
The Putinisation of central Europe
Austria could soon get its most extreme chancellor since the 1940s
To see what European business could become, look to the Nordics
The region produces an impressive number of corporate giants
Smarter incentives would help India adapt to climate change
It is the biggest test case for how hot, hard-up countries can cope
Tech is coming to Washington. Prepare for a clash of cultures
Out of Trumpian chaos and contradiction, something good might just emerge
The Starmer government looks a poor guardian of England’s improving schools
It is fiddling with what works and not yet dealing with what doesn’t