Terry Smith Shuns Nvidia Shares on Fears AI Hype Is Overblown [BNN Bloomberg (Canada)]
Microsoft Corporation (MSFT)
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Source: BNN Bloomberg
But, Terry Smith isn't impressed. The money manager, who's been dubbed by the UK press as Britain's Warren Buffett, is skeptical as he says the world's largest stock lacks a predictable earnings stream and a strong track record of high return on capital. Smith is avoiding the shares even as he acknowledges that such a move undercuts his portfolio's performance. “I'm not confident that we know what the future of AI is because there are almost no applications people are paying for,” Smith said in a Nov. 5 interview in Tokyo. “Will they be willing to pay on a sufficient scale and a sufficient price to justify this? Because if not, the suppliers of the chips are going to have a problem.” Smith's caution strikes at one of the biggest concerns about the future of the artificial intelligence industry: will the revenue generated by the technology ultimately justify the billions of dollars of investments the firms have plowed in? The doubts contributed to a selloff which erased about $9
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