Satya Nadella, CEO of Microsoft Corp., speaking at the Microsoft Developers Build Conference in Seattle, Washington, USA, Monday, May 7, 2018.
Grant Hinsley | Bloomberg | Bloomberg | Getty Images
ChatGPT, an artificial intelligence-powered chatbot, is having a viral moment, offering a glimpse into the capabilities of a mature technology. It also underscores our investment thesis. NVIDIA (NVDA) and other club holdings microsoft (MSFT) is an integral partner of the company behind this effort. At the same time, some people wonder if Google Search will one day come under threat.