Skip to main content

NVIDIA's success in the AI revolution

Shared Lunch

How long can the phenomenal run of US chip maker NVIDIA’s run last?  And what should retail investors consider when it comes to AI?.

We put these questions and more to PIE Funds Head of Global Research Guy Thornewill and PIE Founder and Chief Investment Officer Mike Taylor. 

This conversation provides perspective on NVIDIA’s business model, the competitors on its heels, who stands to win and lose, and is the stock overvalued?

Brought to you by Sharesies, with BusinessDesk

Shared Lunch is hosted by BusinessDesk journalists including Frances Cook. 

Each week, we’ll alternate between an interview with a company leader and an industry deep dive.

Tune in on YouTube to watch or subscribe to the podcast on Spotify, Google Podcasts, or Apple Podcasts.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. 

Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your circumstances, objectives, or needs. We do not provide recommendations and you should always read the disclosure documents available from the product's issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. 

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor.

Join over 600,000 investors