$NVIDIA Corp(NVDA)$
My understanding is that much of the recent growth with nvidia is with adoption (preference) for their chips in the data center segment.
...can anyone comment on the data center situation? I can understand that DoD probably has some interest in these chips, and associated data centers. Likewise, the generative art people really seem reliant on these chips to make art (that anyone consumes that publishes a lot of certain types of art, e.g. media companies). But what else would a data center need a bunch of GPU for? I'll admit that I don't really understand the GPU/data-center segment. I'll admit that I really want to cash out around the time that the data center growth stops.
Semiconductor Companies & Industry DIG
The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics.
What companies in your watchlist? Do you have special comments to share?
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