15d • General discussion
NVDA
CEO Jensen Huang set the tone:
“There has been a lot of talk about an AI bubble. From our vantage point, we see something very different. As a reminder, NVIDIA is unlike any other accelerator. We excel at every phase of AI, from pre-training and post-training to inference. [...] The world is undergoing three massive platform shifts at once, the first time since the dawn of Moore’s Law.”
Those three shifts matter:
- ️ Accelerated computing replaces CPUs.
- Generative AI reshapes hyperscale workloads.
- Agentic and physical AI create entirely new categories.
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10 comments
NVDA
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