![]() NVDA stock YTD performance (as of 19 November 21). We discuss whether NVIDIA stock fits the bill. We believe that you will be thrilled and thoroughly blown away by the scale and depth of NVIDIA's deep expertise and capability of its technology stack.Īs NVIDIA charts its way towards the $1T market cap, we discuss two of our top considerations in evaluating a long-term investment. If you have not watched Huang's brilliant Keynote, we strongly encourage you to do so. With Quantum-2, your valuable supercomputer will be cloud-native and far better utilized. Until Quantum-2, you get either bare metal high performance or secure multi-tenancy, never both. Quantum-2 is the first networking platform to offer the performance of a supercomputer and the shareability of cloud computing. Today, we're announcing the NVIDIA Quantum-2, the most advanced end-to-end networking platform ever built. ToyMe was made with some amazing technologies that have become possible only recently and barely so. But before we jump into data centers, I want to show you something we've been building, a conversational AI, ToyMe. You'll see how leading edge computer graphics, physics simulations and AI came together to make Omniverse possible and how the computing platforms and accelerated libraries we built lay the foundation to make Omniverse a reality. He emphasized (edited for clarity and brevity): CEO Jensen Huang communicated at NVIDIA's GTC recently on the new technological milestones that only became possible lately. We have been absolutely thrilled with NVIDIA this year as the company seems to have attained breakthroughs. First and foremost, we are NVDA shareholders, and we have never sold a single share. kept on delivering in 2021 that it has almost made our previous Neutral calls look very foolish in hindsight. ![]() ![]() NVIDIA Corporation ( NASDAQ: NVDA) released yet another set of phenomenal beats for FQ3 recently. Justin Sullivan/Getty Images News Investment Thesis ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |