Personally, I love $NVDA. Great products, superlative engineering and management. I believe Masayoshi-san's thinking a long time horizon for this investment. Cloud GPUs are eating software. $NVDA's 100 Tflop Volta GPU could be a monster seller. This is a bet on a new revolution.
https://seekingalpha.com/article/4045214-nvidia-short-opport...
Personally, I love $NVDA. Great products, superlative engineering and management. I believe Masayoshi-san's thinking a long time horizon for this investment. Cloud GPUs are eating software. $NVDA's 100 Tflop Volta GPU could be a monster seller. This is a bet on a new revolution.