▲ 4 r/AIStockPicker
Wild how fast data center revenue went from ~20% to ~90% of $NVDA biz but it didn’t happen by accident.
Jensen saw parallel processing for AI a decade before the market. Gaming funded R&D, CUDA built the moat & when moment came Nvidia showed up with only stack ready to scale.
u/DisasterTop9974 — 3 months ago