Evidence receipt / uncertainty
Published · transcript-backedDavid Rosenthal: uncertainty
20 Apr 2022 Acquired Nvidia Part II: The Machine Learning Company (2006-2022)
“Will NVIDIA continue to be at the center of that? I don't know. I don't have a great way to assess how much growth is left there.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- uncertainty
- Recorded
- 20 Apr 2022
- Publisher
- Acquired
Transcript context
…I think you do because I think that's where all the data center revenue is coming from are companies that are going after those opportunities. I'm wrestling with whether that is something you have to believe or whether that's optionality. The reason it would be only optionality, only upside, is if the digital AI, we know that that's a big market. There's no question about that at this point. Is that going to continue to just get so big? Are we still only scratching the surface there? How much more AI is going to be baked into all the stuff we do in the digital world? Will NVIDIA continue to be at the center of that? I don't know. I don't have a great way to assess how much growth is left there. That is the right question though, yeah.…
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