Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
David Rosenthal
This happened with Cisco. You could say over a longer timescale, this happened with Intel. Yeah, these hardware providers, these semiconductor companies, they're hot when they're hot and people want to spend CapEx and then when they're not hot, they're not hot. But I don't think that's quite the right way to characterize NVIDIA.
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