Nvidia Has Plenty of Runway, This Hedge Fund Legend Says. He’s Less Enthused About Apple and Google. - Barron's
1. Dan Benton praises Nvidia's potential in AI infrastructure development. 2. Benton believes Nvidia has significant growth potential amidst early AI adoption. 3. He compared Nvidia's critics to early Intel skeptics during PC inception. 4. Benton foresees challenges for Google and Apple in the tech landscape. 5. He emphasizes the importance of innovation in technology for sustained growth.