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Margin Call
7 mins to read
3

Nvidia: The ‘bubble’ that wasn’t

ANALYSIS: A deep dive into its unassailable position in artificial intelligence.

Tim Chesterfield Tue, 03 Jun 2025

For the past year, the market has been fixated on the idea that Nvidia’s meteoric rise, fuelled by its dominance in AI hardware, must inevitably end in a crash. The consensus has been that Nvidia’s high margins, driven by its graphics processing units (GPUs) and AI accelerators, are

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Tim Chesterfield Tue, 03 Jun 2025
News tip? Question? Typo? Let us know: editor@nbr.co.nz
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