[fisf]

> The important thing is what’s being communicated, not the semantic definition. The above comment’s point was pretty clear IMO

But the argument is, that Nvidia should follow a standard valuation model, since their product is a commodity.

Those claims are both incorrect. This either rests on a misunderstanding of what a commodity is, or on a misunderstanding of Nvidias Position in the AI segment.

As it stands at the moment, they are not a commodity in this field, they can not be replaced, and thus you cannot apply a more standard valuation model.