The future of AI is real time data…Meantime GPUs are making all the headlines

The era of AI everything continues to excite. But unlike the Internet era, where any company announcing a dotcom anything immediately rose in value, the AI gods appear to be more selective. Nvidia beat its top line whisper number by more than $300M and the company’s value is rapidly approaching one trillion dollars. Marvell narrowly beat expectations this week but cited future bandwidth demand driven by AI and the stock was up more than 20% on Friday. Broadcom was up nearly 10% on sympathy wi...