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Nvidia Part II: The Machine Learning Company (2006-2022)
Acquired
What's the a Plus Case?
Dennis: What do you feel would be an a plus scenario for the company, regardless of the investment case? David: One big one is that they continue their incredible dominance. And there what are they growing like 75 % or something year over year in the data center. Dennis: You just have to kind of bet that because they had tho developer attention, because they now have the relationships to sell into the enterprise, they're just going to continue to be able to their own innovation.
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