Opinion
The next AI trade is edge compute, not another round of data-center winners
The market is still pricing AI like a single data-center semiconductor trade, even as the next monetization battleground shifts toward local inference on PCs, phones, and edge devices. Nvidia’s June 1 PC AI chip launch matters less as another win for **NVDA** than as proof that AI is moving closer to the user — and that broadens the winner set.
Jun 1, 20266 MIN