NVDA & A.I. Hardware Risk, Software Safer for 2025
Portfolio Pulse from
Logan Gilland suggests that in the AI sector, hardware is becoming less relevant, while software is expected to be the main focus by 2025. This implies a potential shift in investment strategies from hardware companies like NVIDIA (NVDA) to software-focused entities.
February 06, 2025 | 8:30 pm
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NVIDIA, a major player in AI hardware, may face challenges as the focus shifts towards software by 2025. Investors might reconsider their positions in NVDA as hardware becomes less central in the AI trade.
The article suggests a shift in the AI sector from hardware to software, which could negatively impact NVIDIA, a key player in AI hardware. This shift may lead investors to reevaluate their positions in NVDA, potentially causing downward pressure on its stock price.
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