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Nvidia’s forecast for roughly 70% revenue growth next fiscal year is changing the debate around the durability of the AI boom, according to Wealth Enhancement Group Deputy CIO Doug Huber. He explains why the question is shifting from whether AI demand is slowing to whether the industry can physically build enough compute to satisfy it, and why Nvidia’s investments in frontier AI labs could ultimately deepen demand for its technology. He joins Ed Ludlow on "Bloomberg Tech."
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