Nvidia is experiencing an enormous bull run, much of it driven by its success in datacenters. We believe artificial intelligence will emerge as the most generic important technology in a generation and drive much of the demand for datacenter computing. Specialist AI chips are emerging that, while not yet, might cut into Nvidia’s dominant position […]
June 8th, 2017 · Comments Off on The Race Is On For The AI Chip
April 9th, 2017 · Comments Off on Buy Into The Sell-Off In Nvidia?
Nvidia got a downgrade from an analyst and tanked 7.6%. These things happen after a stock has run up the way Nvidia shares have. While one or two softer quarters are possible, they are by no means a foregone conclusion and the long-term growth story is still as compelling as ever. There are simply few […]