This is very insightful. I think them being one of, if not the best provider of high end GPU for AI is the reason for the surge in the stock price and popularity. With the advancements in AI and robotics, unless a big competitor rises up, I think Nvidia will continue their dominance.
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Hard to dispute what the company has done. They are really well positioned from what I can see although I havent looked deeply into what they are doing.