$NVIDIA (NVDA.US)$ Remember that Nvidia is not selling AI pr...
$NVIDIA (NVDA.US)$ Remember that Nvidia is not selling AI products. It’s selling hardware for high performance computing (HPC) and scalability. Generative AI is just an HPC application of Nvidia chips. Imagine how much more value can be created from making other types of HPC applications. This is a long term stock.
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151654992 : It's selling design and software. It's the software that gets this company competitive edge.
Money Thrill 151654992 : Indeed, it's training the chips. ... take 3 months?
151654992 Money Thrill : The software I'm talking about is the software for the GPU. For example, a GPU on its own will not run, but requires software control. You can think of it as nvidia's IP on how to use the GPU which they design using their IP.
It's the same story with Tesla - a battery on its own will not run a car, it requires software control. This is where Tesla's competitive edge comes in. However, EV competitors are closing the gap as we speak.
Money Thrill : Indeed, Completely agree, good insight![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")