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NVIDIACNBC
•60% Informative
NVIDIA passed Microsoft to become the most valuable company in the world by market capitalization on Tuesday .
Vivek Arya , B of A securities senior semiconductors analyst, says the market for generative AI is just in the second year of what could be a three to five year deployment cycle.
The demand for hardware could triple to 300 billion over the next few years , he says.
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