Disclaimer, I am long Nvidia. But this doesn’t convince me that Nvidia is really threatened at all, they can easily lower the Volta chips cost and win. CUDA has

Disclaimer, I am long Nvidia. But this doesn’t convince me that Nvidia is really threatened at all, they can easily lower the Volta chips cost and win. CUDA has so much more momentum than anything else, that cost/performance comparisons don’t make sense yet, and won’t for a while. I hope as an Nvidia customer that this competition catches up sooner rather than later, but I am an nvidia investor because it seems like the competition is incredibly far behind and are trying beat a very quickly moving target.