The AI infrastructure discussion is typically framed around the cost of data centers, the power requirements, and the compute needed to train and run models, including GPUs and high-performance storage. That’s hardly surprising given the eye-watering investment numbers occupying the headlines.
Nvidia (NASDAQ: NVDA) has been a cornerstone of the artificial intelligence (AI) trade since OpenAI introduced ChatGPT in late 2022. Shares have advanced more than 1,300% since January 2023, and most Wall Street analysts still view the stock as undervalued.
