Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
David Rosenthal
I think Jensen maybe wishes we all had forgotten about this in one of NVIDIA's earnings slides in 2021. They put up their total addressable market, and they said they had a $1 trillion TAM. And the way that they calculated this was that they were going to serve customers who provided $100 trillion worth of industry, and they were going to capture just 1% of it.
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