Possible that the hype around deep learning will dissipate as highly anticipated applications turn out to be more challenging than expected, technologists settl

Possible that the hype around deep learning will dissipate as highly anticipated applications turn out to be more challenging than expected, technologists settle in for a long trek, and investors flee the space in search of easier returns. We've seen this happen before. The real growth opportunity seems to be with Tegra. If we see a boom in autonomous vehicles and robotics, they're well positioned to profit. But we may not. It also appears AMD has finally arrived at the correct strategy to challenge NVIDIA's datacenter moat with HIP (basically API compatibility with CUDA modulo trademarks). Does not mean they have mindshare or a desirable product line, but when you have a completely dominant market position that's baked into the stock price you have to consider every threat. NVIDIA is a great company with great products that will do well regardless, just positing some reasons one might be short the stock apart from Chinese market considerations.