The obvious part to invest in Nvidia was 2015/2016 when they started to make money in data center. Nvidia managed to move the GPU into data center and started

The obvious part to invest in Nvidia was 2015/2016 when they started to make money in data center. Nvidia managed to move the GPU into data center and started to compete with Nvidia but actually creating a new market because CPU and GPU data centers weren't direct competitors since they are designed for different types of compute. From 2016 to 2022, so long before ChatGPT, Nvidia's DC revenue has been growing 50-100% YoY but because it started small, it was overshadows by shortages and crypto in the finances. But the indication was there. My investment in 2016 was on Nvidia building data center platforms for machine learning as I have listened to GTCs back then as well. Nvidia could have stopped the gaming business at any time, I wouldn't mind as it was never considered in my investment thesis.