ChatpGPT shows off artificial intelligence, Microsoft, Nvidia roles

Satya Nadella, chief executive officer of Microsoft Corp., speaks during the Microsoft Developers Build Conference in Seattle, Washington, U.S., on Monday, May 7, 2018.

Grant Hindsley | Bloomberg | Getty Images

ChatGPT — an artificial intelligence-powered chatbot — is having a viral moment, offering a high-profile glimpse at the maturing technology’s capabilities. It also underscores our investment theses in Nvidia (NVDA) and other Club holdings such as Microsoft (MSFT), which is an integral partner of the company behind the endeavor. At the same time, it’s made some wonder whether Google Search could one day be threatened.