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Why? In time a handful of foundation models will handle almost everything, buying the chips themselves is a loser’s game in the long term. When you buy Nvidia, you’re really betting on (a) big tech margins remaining excessive and (b) on that margin being funnelled direct to nvidia in the hope that they can build competitive foundation models (not investment advice.)
Nvidia is 80-90% AI, Microsoft is what, 20% AI at most? Getting Microsoft shares means buying Xbox and lots of other stuff that isn't AI. I have some MSFT (disappointing performance tbh), TSLA and AVGO but Nvidia is still a great pick.
OpenAI and Anthropic have the best models, they're not for direct sale.
In the compute-centric regime, chips are still king. OpenAI have the models, can they deploy them at scale? Not without Nvidia. When AGI starts eating jobs by the million, margins will go to the moon since even expensive AI is far cheaper and faster than humans.
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