AI training hardware
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 18, 2025 by Thomas Sohmers · across every show →
Everything said about AI training hardware, oldest first
Aug 18, 2025 bullish
Sohmers: People will continue buying NVIDIA for AI training
“We are betting that people are going to continue to train on NVIDIA for at least the foreseeable future, where, since we're able to, you know, and I'll say, I really hope others are able to be successful in, in providing competition against NVIDIA, but Given t…”