The generative AI market is in the second year of 3-5 year deployment cycle, says BofA’s Vivek Arya

Vivek Arya, Bank of America senior semiconductor analyst, joins 'Squawk Box' to discuss Nvidia's meteoric rise to become the most valuable company in the world by market cap, how long the generative AI market can last, and more.

Пікірлер: 33

  • @user-fr5ep1sz6q
    @user-fr5ep1sz6q7 күн бұрын

    Here you will soon see cnbc try they’re hardest to scare you out of the most important companies over the next two years.

  • @rubinanthony
    @rubinanthony7 күн бұрын

    Nvidea hasn’t even started the stock buy back yet. Not to mention all the other countries that are developing AI need their chips. They still have allot of room to grow. They won’t slow down till the end of 2025.

  • @microbe_rz37-rn1dk

    @microbe_rz37-rn1dk

    7 күн бұрын

    Nvidia is already obsolete.

  • @thatslena

    @thatslena

    7 күн бұрын

    ​@@microbe_rz37-rn1dk Yeh, totally, bot!

  • @RK-um9tu

    @RK-um9tu

    7 күн бұрын

    @@microbe_rz37-rn1dk CTE Alert!

  • @user-hx1sp2zu6p
    @user-hx1sp2zu6p7 күн бұрын

    Nvidia will buy back 20 billion worth of shares next quarter. Q4 revenue will be 55 billion

  • @RK-um9tu

    @RK-um9tu

    7 күн бұрын

    I can't find any article about this anywhere on the internet that isn't dated 2023...

  • @user-hx1sp2zu6p

    @user-hx1sp2zu6p

    6 күн бұрын

    @@RK-um9tu My opinion

  • @garybalatennis
    @garybalatennis7 күн бұрын

    Fire, electricity, printing press, industrial revolution, internet, GAI (generative artificial intelligence),skynet, Armageddon

  • @yongchen8204
    @yongchen82047 күн бұрын

    if AI helps people make money in wall street, then the wall street would become an empty street because AI will drive it out of bussiness.

  • @bigmotherdotai5877
    @bigmotherdotai58776 күн бұрын

    Current AI does not "understand"

  • @ivan.ovidiu
    @ivan.ovidiu7 күн бұрын

    wtf are all these guys smoking. Indeed CAPEX is going to the moon, but what about monetizing the whole AI mania ?!?! till we see revenue from AI features will take some time. Just grab some popcorn and watch when it pops. It will not be a happy ending for sure. Retail investors will hold the bag as always in such events :))

  • @jordananderson3395

    @jordananderson3395

    7 күн бұрын

    tagging this comment to come back when Nvidia 10x's and I finally get m Lambo, Mansion and Yacht

  • @DV-lh2ov

    @DV-lh2ov

    7 күн бұрын

    ​@@jordananderson3395of course, NVDA might 10x at some point in the next decade, but it may not continuously grow beyond. For investors with a longer timeline, current NVDA price is of course overvalued. Right now, it moving based momentum. Some short term fellas like you might make good profits but a big big lot of you stand to lose, just like gambling.

  • @drexplordinaire

    @drexplordinaire

    7 күн бұрын

    @@jordananderson3395 yeah tag his ignorant ass

  • @parrotboss785

    @parrotboss785

    7 күн бұрын

    give me a good ai model and i will show how can i make money sir

  • @darrenhere5856

    @darrenhere5856

    7 күн бұрын

    $50B spent, $3B revenue.... excellent !!!!

  • @pauldannelachica2388
    @pauldannelachica23886 күн бұрын

    ❤❤❤❤❤❤

  • @far1762
    @far17627 күн бұрын

    📡🤔👁️👌

  • @mid-classvssup-rich6080
    @mid-classvssup-rich60806 күн бұрын

    They advertise the product they're selling 😂. And silently buying cheap stocks. Stay away from the noise!

  • @Matthew.M.S.
    @Matthew.M.S.7 күн бұрын

    💚🖤📈🇺🇸

  • @alroe4067
    @alroe40677 күн бұрын

    This didn't age well

  • @Cammimullens
    @Cammimullens7 күн бұрын

    What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.

  • @softy-bf5eg

    @softy-bf5eg

    7 күн бұрын

    There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist

  • @marlisamirabal

    @marlisamirabal

    7 күн бұрын

    I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders

  • @TitaAnderson

    @TitaAnderson

    7 күн бұрын

    Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.

  • @marlisamirabal

    @marlisamirabal

    7 күн бұрын

    My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

  • @TitaAnderson

    @TitaAnderson

    7 күн бұрын

    Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.