Nvidia is an obvious investment choice due to its central role in providing AI compute infrastructure, making it a semiconductor chokepoint for AI development.
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Speaker
Elon MuskEvidence Quote
“Nvidia is obvious at this point”
Source
Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16— Nikhil KamathCreated: 8/11/2026, 7:32:45 AM
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