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We are well into that era already. Nvidia tried to buy ARM from softbank but was blocked by regulators a few years ago. It's amazing that a company known for v
by linearrust 2y ago
We are well into that era already. Nvidia tried to buy ARM from softbank but was blocked by regulators a few years ago.
It's amazing that a company known for video game graphics cards is now a $2 trillion company. Nvidia's market cap ( over 2 trillion ) is the 2nd biggest of the FAANG+. It's bigger than Google. It's bigger than Amazon. Only Apple has a bigger market cap. And most of nvidia's market cap gains has been in the past year. It's unique for being the only predominantly hardware company of the group.
- twoodfin 2y agoI think Nvidia would argue their software is at least as valuable to their market position as Apple's is.
- lotsofpulp 2y agoMicrosoft is missing from your list. And if Nvidia is predominantly hardware, so is Apple.
- Vvector 2y agoNvidia is a software company that happens to make their own chips. This has been their mantra for the last 15 years.
- lotsofpulp 2y agoI thought they paid TSMC to make chips they design. Just like Apple.
- oersted 2y agoBoth Apple and Nvidia use TSMC for chip manufacturing. Actually Apple might do a lot more of the hardware themselves, and more varied. Nvidia is just a design house, chips at TSMC and the surrounding electronics by many partners like Asus or Gigabyte.