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Nvidia has garnered a lot of attention in 2023 amidst all the hype around artificial intelligence. Here, we look back at history to a time when Cisco was generating a lot of attention as the backbone of the internet. Is there anything we can learn from Cisco that might help us better assess Nvidia?
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Nvidia has garnered a lot of attention in 2023 amidst all the hype around artificial intelligence. Here, we look back at history to a time when Cisco was generating a lot of attention as the backbone of the internet. Is there anything we can learn from Cisco that might help us better assess Nvidia?
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Nvidia has been the central company in 2023 to what many are terming a ‘generative artificial intelligence revolution’. With exceptional returns comes an exceptionally high valuation: where might we go from here? This blog looks back through history at companies that have started with similarly high valuations and assesses whether, historically, subsequent returns were able to measure up.
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