A.I. is the catalyst behind Nividia's earnings beat, says Susquehanna's Christopher Rolland
- last year
According to Susquehanna analyst Christopher Rolland, artificial intelligence (AI) is the catalyst behind Nvidia's earnings beat. Rolland believes that AI presents a $1 trillion opportunity for Nvidia and that the company's rally will continue after its "solid" Q4 print. He also sees 15% upside potential for Nvidia shares due to its AI inflection, silicon-software split, and sky-high valuation.