I had the same thought this morning and was debating selling my nvda stock when I saw this - feels like they are well-positioned right now, as with crypto a few

I had the same thought this morning and was debating selling my nvda stock when I saw this - feels like they are well-positioned right now, as with crypto a few years ago, but if there were an efficiency breakthrough that allowed commodity CPUs to do the inference instead, this advantage could vanish quickly.