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Old 01-22-2018, 08:56 AM   #10
lamboguy
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Join Date: Sep 2007
Location: Boston+Ocala
Posts: 23,730
Quote:
Originally Posted by Jeff P View Post
Let's try this again...

Edited Transcript of NVDA earnings conference call or presentation 9-Nov-17 10:00pm GMT:
https://finance.yahoo.com/news/edite...054046030.html




Take a second look at the bolded part of the above quote.

The Data Center space is where sales of Nvidia GPUs is experiencing the most growth.

I think the reason this is so is because right now it's "race on" in the development of AI/deep learning arena -- and at least right now -- Nvidia GPUs are a big part of that.

I suspect the shortage of high-end GPUs on the shelves is because demand for GPUs in the Data Center space for the quarter just ended (but not yet reported) may have caught Nvidia by surprise.

We'll know in a few weeks when they report earnings again.


-jp

.
deep learning artificial intelligence is the hottest sector right now. other company's that are involved in that type of chips are Qualcomm and Bosch. there must be some smaller companies as well that i don't know much about.
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