People act like Nvidia is just AI chips. It is not.
Think of Nvidia like the engine company for the future.
AI is obvious. But the same engines power the stuff built on top of AI.
Robots need a brain. You train that brain on GPUs. Then you run it fast in real time with Nvidia hardware.
Self driving cars are the same idea. They are robots with wheels. Train on GPUs. Deploy on specialized Nvidia chips in the car.
Even quantum is not magic without normal computers. Quantum labs still need insane classical compute to simulate systems and process results. Nvidia sells that compute.
So when people say buy Nvidia they are not just betting on one trend.
They are betting that the next decade of tech will need more compute everywhere.
Why Nvidia keeps winning in simple terms
Jensenhuanยท7mo
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