Investing -- Rambling II -- Nvidia -- A Stand-Alone Post -- December 8, 2023

Locator: 46258INV. 

Nvidia: a long read, link to Barron's.  Long, long article. Core:

The opportunity for Nvidia is enormous. The company has stated that the $1 trillion invested in global data-center infrastructure would eventually move from traditional server central processing units, or CPUs, to graphics processing units, or GPUs, that are better enabled to power the parallel computations needed for new applications like AI.

Nvidia dominates the market for GPUs used for AI applications. Jefferies analyst Mark Lipacis analyzed the September numbers from six top cloud-based service providers and found that Nvidia had an 86% market share for AI workloads, which is roughly flat versus the prior year.

Adding more computing power and larger data sets generally has resulted in better performance and results. It bodes well for the durability of Nvidia GPU sales.

 AMD: a lot of recent excitement. Can it last? WSJ.