Corry Wang @corrywang.bsky.social · Jun 3 When Goldman Sachs initiated on NVIDIA in 2016, there was general amazement that any semiconductor company could actually grow revenues sustainably
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Of course, the big thesis for NVIDIA in 2016 was that "virtual reality is finally going to take off" Meanwhile, AI accelerator revenues were forecasted to hit a whole... $1B in 2018. (Today, that business is runrating at $160B annualized)