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Acquired

Nvidia Part III: The Dawn of the AI Era (2022-2023)

6187.133 - 6203.711 Ben Gilbert

Yeah, I mean, it's interesting. They're a platform company for sure. They're also a systems company. They're effectively selling mainframes. I mean, it's not that different than IBM way back when. They're trying to sell you a $100 million wall that goes in your data center, and it's all fully integrated, and it all just works.

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