Nvidia (NASDAQ:NVDA) is set to report earnings today after the market close. The company has long been associated with high-performance GPUs, which have become the backbone of Artificial Intelligence (AI) model training and inference. Nvidia has outlined a $1 trillion TAM over a year ago, and the transformer model has gained broader adoption over the past six months, accelerating demand and broadening AI use cases. Nvidia has developed a unique portfolio of hardware and software offerings aimed at democratizing AI, and the company is well-positioned to benefit from the adoption of AI workloads. Our Nvidia thesis is based on 3 pillars: (1) exponential growth in hardware, (2) software introductions (3) automotive opportunity. Over the past 10 years, Nvidia’s Data Center segment has grown from close to 0 (~$200 million in 2013) to >$15 billion today.
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