The super interesting thing about NVDA is that you can bet on:
- Crypto
- AI
- Gaming / Entertainment
- Self driving cars
- VR / Metaverse (whatever that is)
I'm very bullish on the company.
- Crypto
- AI
- Gaming / Entertainment
- Self driving cars
- VR / Metaverse (whatever that is)
I'm very bullish on the company.
We know they'll be motivated, but can they actually compete is the question.
AMD is shitting the bed but might find partners in this space.
Apple is a dark horse and they are very much into the on-device AI abilities.
Amazon, Microsoft, Google can all throw endless amounts of software and hardware at the problem and there have been many advances in the AI space regarding training smaller models that can compete with the big ones.
Open source is going nuts in this space, as well as a ton of academic research. This is likely the biggest dark horse. Major advances are happening weekly.
Nvidia effectively has no competition right now due to AMDs software issues. It's hard to see how that can continue with how big their cap is. Someone will be able to create a competitive product.
Enterprise compute has been and will continue to be NVidias bread and butter going forward, and they have been betting on this for the past decade. Whether enterprise compute will be for AI, studio graphics, simulation, FSD, etc. those are all more lucrative and imo more interesting from a growth perspective vs their gaming segment. b2b companies have much higher ceilings than b2c.
Don't they have specialized chips?
PS - you can literally go to https://www.nvidia.com/en-us/ and read the menu to see what they do...