Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
Ben Gilbert
Yeah. I mean, part of it is, is their existing moat big enough if GPUs actually become a $100 billion a year market? I mean, right now, GPUs in the data center are like a $30 billion a year market going to like a $50 billion next year. And like, if this actually goes the way that everyone seems to think it's going to go...
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