AI Is Moving Beyond Hype: NVIDIA, Nokia & What Really Matters for Investors

Описание: In this video, Vinod Srinivasan explains how the AI narrative is quietly shifting from hype to reality, and why investors must look beyond headlines to understand what truly creates long-term value. Using NVIDIA and its partnership with Nokia as a case study, he breaks down why AI’s next phase is about inference, cost efficiency, and recurring cash flows — not just model training.

The video walks through Nokia’s rise, fall, and reinvention, while outlining the key signals investors should track: telecom capex recovery, optical network growth, margin quality, and hyperscaler demand. Vinod also explains why much of today’s AI spending is fear-driven, and why patience matters more than price when evaluating turnaround stories. This is not a stock recommendation, but a framework for thinking clearly about AI, tech cycles, and investing into 2026.

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