Part 2/12:
The debate begins with skepticism about categorizing companies solely based on their AI output or investments. For instance, viewers observed that NVIDIA is often labeled as an AI company despite primarily manufacturing GPUs, which are enablers rather than creators of AI solutions. The argument was that NVIDIA's immense profitability—boasting approximately 76% gross margins—stems from high demand and a quasi-monopoly in hardware supply, rather than from directly crafting AI applications.