They’ve been throwing darts in this particular direction for many, many years - back when I was watching 2 minute papers with interest and hoovering up their stock at $0.80, long before the hype train pulled out of the station.
This is all mature stack, and the value is enormous and largely unrealised at this point - the systems they have for everything from training to implementation to edge inference basically present a complete capture of the ecosystem for robotics, autonomous vehicles, manufacturing, you name it - anything where you’re integrating input streams and acting on it, they’ve got covered, end to end.
I continue to hold a substantial chunk of Nvidia - because while hyperscaler spend may wane once the initial arms race subsides, they are uniquely positioned to pivot to making use of the output of hyperscaler and other GPU product.
alt Hacker News
They’ve been throwing darts in this particular direction for many, many years - back when I was watching 2 minute papers with interest and hoovering up their stock at $0.80, long before the hype train pulled out of the station.
This is all mature stack, and the value is enormous and largely unrealised at this point - the systems they have for everything from training to implementation to edge inference basically present a complete capture of the ecosystem for robotics, autonomous vehicles, manufacturing, you name it - anything where you’re integrating input streams and acting on it, they’ve got covered, end to end.
I continue to hold a substantial chunk of Nvidia - because while hyperscaler spend may wane once the initial arms race subsides, they are uniquely positioned to pivot to making use of the output of hyperscaler and other GPU product.