3 ms·
Obviously you can't keep that margin forever, but the counter argument would be that NVDA could just sell more chips if they had to accept smaller margins. You
by georgeecollins 2y ago
Obviously you can't keep that margin forever, but the counter argument would be that NVDA could just sell more chips if they had to accept smaller margins. You could see them making more affordable graphics cards, put more emphasis on AI at the edges, like in mobile devices or computers. And also everybody thinks about robotics as these fancy bipeds. What about sticking visual recognition in a garage door or kitchen appliances. There will be lots of applications if the chips were cheap.
The stock is overpriced but I think the company will be OK.