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  "documentTitle": "2024 Air Street Capital The State of AI Report 2024",
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  "notes": "The chart uses a stacked bar representation for the challengers and a single bar for NVIDIA.",
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      "text": "The answer is lime green: that $6B would be worth $120B of NVIDIA stock today (20x!) vs. the $31B (5x) in its startup contenders.",
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      "kind": "disclaimer",
      "text": "Note: Market pricing and valuation data retrieved as of 9 Oct 2024. NAV = net asset value.",
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      "text": "Cambricon, Graphcore, Cerebras, Groq, SambaNova, Habana, NVIDIA",
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      "text": "Net Asset Value (NAV): $120B",
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      "text": "We looked at the $6B invested in AI chip challengers since 2016 and asked what would have happened if investors had just bought the equivalent amount of NVIDIA stock at that day's price. The answer is lime green: that $6B would be worth $120B of NVIDIA stock today (20x!) vs. the $31B (5x) in its startup contenders.",
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