Why Nvidia is Superior to 90s Tech - DataTrek Research
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Why Nvidia is Superior to 90s Tech

By datatrekresearch in YouTube Why Nvidia is Superior to 90s Tech

October 6, 2025

In our latest video, we explain why Nvidia’s gains since the Nasdaq Comp’s December 2022 low have trounced those of the 1990s Tech stars (Intel, Oracle, Microsoft, and Cisco) over the same timeframe from the start of 1995. This dramatic difference shows the acute scarcity of public gen AI plays, with Nvidia capturing the early economics of AI far better than the numerous public internet plays in the 90s. Further, there’s been 15 turns in Moore’s Law since 1995, meaning computing power is over 32,000 times more powerful than 30 years ago. Then there’s Huang’s Law, which suggests gen AI may enjoy an even faster compounding rate of computing power in the years ahead.

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