"Some investors are concerned about the valuations, as it has outperformed in recent times and most of the things are already factored in, but we know that AI is in its early stages and there is a big opportunity there. Nvidia's CEO Jensen Huang highlighted in an interview that a trillion dollars of installed global data centre infrastructure will transition from general-purpose to accelerated computing as companies race to apply generative AI into every product, service, and business process," Nyati said.