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imo Nvidia is the best run high tech and fabless company in the world. Visionary leader. Great execution. The bets they placed on automotive and AI/ML/DL are paying off big time. Datacenter revenue over just 6 quarters has gone to 5x.
I think that Nvidia desperately needs a CPU. The best bet imho would be to have a Power-compliant CPU (or maybe extend the collaboration with IBM). While it is doing great in the datacenter, I think it is always in a very risky position.