Amidst the frenzy for Nvidia, don’t forget the data centre

Whenever a singular topic gains this level of attention, it’s instructive to look at how investors develop different types of tunnel vision. If the wave continues, there is a good chance that the general person may not know what a graphics processing unit (GPU) is, or how it connects to artificial intelligence (AI), but they may know that Nvidia makes them and that Nvidia is the ‘AI company’.