Det var hverken en overraskelse, panik eller en boble, der sprang, da Nvidia-aktien faldt 17 pct. i går, mener FTs @robarmstrong.bsky.social. I stedet var det punkteringen af "the idea that the best AI results could only be achieved with Nvidia’s best chips and software"

https://www.ft.com/content/98e55df3-9da8-467c-950d-b469ad2ea621