We Love Nvidia!

Here's a fun article in the Wall Street Journal about Nvidia, written by Dan Gallagher. The headline is Nvidia's Trillion Dollar Dreams.

This comes after an investor briefing at which Nvidia said its total addressable market could grow to $1 trillion. On top of chips for video gaming, artificial intelligence and the automotive sector, the data centre market is ramping up fast.

Nvidia's new Grace CPU was also unveiled at the event (see picture below). It's the first Arm-based processor for data centres. Other tech giants such as Amazon, Microsoft, Google and Facebook are accelerating capital spending on their cloud computing and network infrastructure, so orders will be strong.

With a market capitalisation of $700 billion, Nvidia towers over the rest of the semiconductor industry. We love this one. You must own them!