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Nvidia On The Way To Dominance In Tomorrow's AI-Centric World [Seeking Alpha]
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| Tech Nvidia On The Way To Dominance In Tomorrow's AI-Centric World Feb. 18, 2020 5:59 PM ET About: NVIDIA Corporation (NVDA) Includes: CSCO IBM INTC MLNX MSFT ORCL TSM by: DoctoRx Special situations, growth at reasonable price, value, micro-cap Summary NVDA surged Friday on a beat in the data center and strong guidance for Q1. The stock has been depressed due to bursting of the crypto boom in chip sales, a bungled launch of its ray-tracing gaming chips, and a slump in data center growth. All the above may have passed, and a decade (and then decades) of rapid growth in artificial intelligence, as well as high-performance computing, may play to NVDA's strength. NVDA may be the largest, strongest company that has been preparing for an AI-centric world (with HPC also coming to the fore) with its software-hardware GPU-based solutions. The addition of MLNX, pending soon, could accelerate growth and expand NVDA's reach within the data center. Introduction - shades of the Great Gretzky Thi
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