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

6460.029 - 6482.507 David Rosenthal

Yes. I mean, I think two things here. One, I really do believe what we were talking about a minute ago, that NVIDIA is not just a hardware company. They're not just a chips company. They are a platform company. And there is a lot of differentiation baked into what they do. If you want to train GPT or a GPT class model, there's one option. You're doing it on NVIDIA. There's one option.