Kam Thindal on Nvidia, AI Infrastructure, and Global Compute Trends

Kam Thindal on Nvidia, AI Infrastructure, and Global Compute Trends

For over a decade, Nvidia’s quarterly earnings have acted as a real-time barometer for AI market sentiment. Its latest results not only smashed expectations — they solidified a broader narrative that strategic investors like Kam Thindal, Managing Partner at Core Capital Partners, have been preparing for: AI infrastructure is becoming the backbone of modern economies. The numbers speak for themselves. For the quarter ending April 27, Nvidia poste…