Podcast: Nvidia Says the AI Boom Isn’t Over Yet
by
Nucleus Wealth Team
September 2, 2026
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines what Nvidia’s latest earnings tell us about the AI boom — with record revenue, strong data centre demand, and another major upgrade to its outlook suggesting there’s still plenty of runway ahead. We unpack what’s driving the relentless AI spending, whether the pace of growth can continue, and what Nvidia’s results mean for investors wondering how much longer the boom can last.
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