This analysis was first published in SvD Näringsliv, in Swedish, on May 23rd, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. As the world invests in AI, the money flows heavily into Nvidia’s pockets. The world’s hottest company is now approaching a point where expectations become very hard to live up to — and the drop if they fall short is enormous. Jensen Huang has the […]
This analysis was first published in SvD Näringsliv, in Swedish, on April 5th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Tesla dominated the EV market for years and was valued like a fast-growing internet company. Now that growth has stalled, a less flattering picture emerges — a fairly ordinary car company. They were called the “Magnificent Seven.” Seven stocks accounting for 1.4 percent of companies […]
This analysis was first published in SvD Näringsliv, in Swedish, on March 19th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. A supremely confident Jensen Huang presented Nvidia’s plans to the world. The message was unmistakable: without Nvidia, there is no AI development. But on the horizon, competition is stirring from a troubling direction. Jensen Huang, CEO of Nvidia, walks onstage to bombastic orchestral music that […]
This analysis was first published in SvD Näringsliv, in Swedish, on August 22nd, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia crushed market expectations in May and the stock surged. Now everyone is waiting to see if the company can repeat the feat. But riding the AI hype comes with significant risk. There is an old saying in business: “under-promise, over-deliver.” The well-tested model is […]
This analysis was first published in SvD Näringsliv, in Swedish, on June 8th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The flamboyant visionary Jensen Huang likes to dress in black leather jackets. He is a rock star in the chip and semiconductor industry. Now Nvidia’s founder faces his greatest challenge — living up to the market’s expectations. The black leather jacket is on. The grey […]
This analysis was first published in SvD Näringsliv, in Swedish, on May 8th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Behind the hype — and the anxiety — surrounding next-generation AI lies a simple question. Who controls the essential hardware? The answer has geopolitical implications. Should you mine for gold yourself, or sell pickaxes and shovels to those who do? The question from the gold […]
