Mercer: NVDA Earnings Show It's Time to Look "Beyond Data Centers"

Nvidia's (NVDA) gigantic earnings report showed a beat in EPS, though data center revenue came slightly under the mark compared to Wall Street's estimates. Zeno Mercer says the report signals that it's now time to look "beyond" data centers, even as hyperscalers show demand through capex spending upwards of $100 billion. He talks about companies like AMD Inc. (AMD) and TSMC (TSM) as other companies investors should watch as potential new leaders in the A.I. space. He also talks about the evolving tech that can shape the landscape, like autonomous vehicles and robotics.

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