Media Contact
Adam Allington
Nvidia’s Wednesday earnings call is considered a crucial gauge of whether the AI boom can continue driving the tech market and broader economy.
The following Cornell University researchers can offer insight into what Nvidia’s earnings reveal about the AI boom, from demand and competition to whether the market is actually approaching a bubble.
Karan Girotra
Professor of Operations, Technology and Information Management
Karan Girotra is a professor of operations, technology, and innovation at Cornell Tech, as well as a professor of management at the SC Johnson College of Business.
Girotra says:
“Investors will be looking at Nvidia’s results for two things: first, a general sense of how quickly demand for AI infrastructure is growing and whether it is decelerating; and second, whether Nvidia can demonstrate that there is still a part of the AI stack with durable pricing power.
“Nvidia may be the one layer of the AI stack where there are still very large economic returns to be captured. Competition at the model layer is intense, including from increasingly capable Chinese models. At the application layer, there are still no clear, durable winners; switching between applications is easy and rampant. Nvidia, by contrast, still does not face a serious challenger at its layer of the stack and probably best chance for public market investors to profit from the AI boom.”
