Stacy Rasgon Says Open AI Deal With Nvidia (NVDA) Shows There’s a ‘Computing Shortage’: ‘Customers Are Lining Up Years in Advance’
We recently published 10 Stocks Everyone’s Talking About as AI Investments Continue. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks that analysts were talking about recently. Stacy Rasgon, senior semiconductor analyst at Bernstein, was recently asked about the $100 billion deal between NVIDIA Corp (NASDAQ:NVDA) and OpenAI and what it indicates. The analyst said the…