No. of Recommendations: 4
At some point revenue growth is going to slow down for NVDA as well as for ANET and SHOP et al. But that could be next quarter or it could be many years from now. Look at SHOP, $10 billion in revs and still growing at 25% yoy. Ali Baba, jeepers! Amazon, ditto jeepers!

The whole key is finding companies with enough CAP and SAM to make it so.

Intel is not going to take down NVDA in GPUs. NVDA has no plans to have 100% marketshare. NVDA is shooting for continuing dominance in the high end most profitable markets. Thus, that leaves room for Intel or AMD to try to move in to the other market tiers. So news of Intel and AMD will always be around.

The only way Intel does anything material to NVDA is if Intel comes up with something disruptive. Intel can use its monopoly in CPUs to take the integrated GPU market that AMD already has marketshare in to begin with and try to move it upscale from there. Shall see how it goes.

But discrete GPUs are still and will be where high end graphics will be, and as Mauser states, Nvidia's products today will not be the products of tomorrow. Always a moving target. AMD's newest GPUs are still behind Nvidia's last year GPUs in both performance and power consumption. AMD cannot keep up with each new cycle. Intel has proven they cannot produce a competitive GPU.

Nvidia appears to have plenty of CAP and enormous runway on SAM that continues to grow.

I am still anxious in regard to autonomous driving, but that will start to play out in the next two to three years. Data center is just starting a new upgrade cycle, and will be bigger than currently projected, just as the PC and data center markets are far larger than anticipated back in the 1980s and 1990s.

Tinker
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