This week, chipmaker Nvidia soared to a market capitalization of more than three trillion dollars, surpassing Microsoft as the most valuable company on the planet.
Driving this new age of computing is the ultra-fast graphic processor unit or GPU, invented by Nvidia in 1999.
Nvidia's stock performance reflects the company's core business fundamentals. Nvidia has the best 'picks and shovels' for uncovering value in the current AI gold rush.
Even as the dot-com bubble showed signs of bursting, analysts were touting Cisco's stock and leadership.
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