Nvidia, AI factories and the transition to accelerated computing

The market is trying to price a transition it hasn’t fully internalized.

It sees Nvidia Corp.’s market cap with a five-handle and assumes the valuation is too high to grow further.

We believe that’s the wrong mental model and it underestimates the market potential.

Though the shift underway resembles the RISC-to-x86 transition, it is far […]

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