CNBC’s Steve Kovacs and Christina Parcinevelos join “Closing Bell” to report on the latest headlines from Microsoft and Nvidia.

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17 thoughts on “The AI arms race: Microsoft’s new AI division and Nvidia’s AI software”
  1. nvda is sort of played out as a stock – the unchecked growth can't continue – they will have major competition from upstarts and those companies are the real opportunities. people don't want the cloud -they can run llm faster and cheaper locally with more features and privacy. The next major inflection will be when smb mkt enters fray and of course quantum to turbocharge ai but these are years and years away – the hype for these will start within the next few years and it isn't a bubble – savvy investors will look to index funds of their own making to lower exposure but still be invested in these sectors where there is massive growth and most of the companies are secular gainers

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