The difference with, say, NVDA, is that moving bits was more or less a solved problem in 2000. That's not to say NVDA can't go down like Cisco, but it's not re

The difference with, say, NVDA, is that moving bits was more or less a solved problem in 2000. That's not to say NVDA can't go down like Cisco, but it's not really the same story(yet). AI architectures are still in flux and it's a far more complex problem vs networking. Edit: and sure, matrix math is more or less solved, but that's not all that goes into a "ai" accelerator. SW, libraries, tools, support, HW efficiency and availability, etc...