Deep Learning, Cloud Power Nvidia

A stunning third-quarter earnings report from Nvidia (NVDA) recently was lost in the epic Silicon Valley dread over the GOP election victory. That’s too bad, because the graphics chip maker’s triumph exemplifies why the left coast is wrong to obsess about presidents. While many American technology companies are well aligned for future demands, few are as well positioned in as many critical markets as Nvidia. From high end chipsets for video gaming to deep learning servers for data centers to lunch pail sized super-computers for self-driving cars, the Santa Clara maker of graphics processing units, or GPUs, is the favorite choice of companies looking for state-of-the-art gear. Nvidia is winning because, like much of the rest of top U.S. technology makers, it took smart risks ahead of its peers, and builds…


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