Nvidia will be dominant in AI and the cloud for the next decade, says portfolio manager; 'How can you not own this?'
After starting initially with graphics chips used in video games, Nvidia is now involved in making chips for AI applications ranging from autonomous vehicles to robots.
Its total addressable market is so unique and large that"over time, the estimates are just too low," she added. When asked on Thursday if expectations are overblown, Crawford replied,"No, there is absolutely not too much hype in AI. AI is something that's revolutionizing the way we will work, the way we will compute, the way we will interact with our society."
And the pace of innovation is no longer linear, but now exponential, Crawford said."Software is starting to write software. We are no longer limited by a developer writing code. It's going to disrupt markets that we thought were impenetrable."
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