Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
20 Apr 2022 Acquired Nvidia Part II: The Machine Learning Company (2006-2022)
“I think rather than saying, oh, the upstart competition will fail, I think you kind of have to say that NVIDIA will find a way to learn from them and then integrate it into their strategy too.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 20 Apr 2022
- Publisher
- Acquired
Transcript context
…As we pointed out many times on the episode, there's a lot you got to believe to be a bull on NVIDIA, the share price. What are they? One big one is that they continue their incredible dominance and they're growing 75% or something year over year in the data center. They just continue to own that market. I think there's a plausible story there around all the crazy gross margin expansion they've had from selling solutions rather than fitting into someone else's stuff. I also think with the Mellanox acquisition, there's a very plausible story around this idea of a data processing unit and around being your one-stop shop for AI data center hardware. I think rather than saying, oh, the upstart competition will fail, I think you kind of have to say that NVIDIA will find a way to learn from them and then integrate it into their strategy too. Which seems plausible.…
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