Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
Ben Gilbert
I think there's a lot of that. So, bulk case one, Jensen is right about accelerated computing. Bulk case two, Jensen is right about generative AI. I mean, combined with accelerated computing, this will massively shift spend in the data center to NVIDIA's hardware. And as we've mentioned, OpenAI is rumored to be doing over a billion dollars in recurring revenue on ChatGPT.
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