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Really impressive results, though I wish they had gone more into the deep learning part of it (but I guess that's probably the secret sauce).

Can't help but notice how well Nvidia is positioned for what appears to be a growing wave of demand for GPUs. Surprised this hasn't reflected in their share price (feels like they could be the next Intel, but what do it know).

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Dedicated chips for machine learning (inference) are being developed by many companies. The hope is that these will be used instead of (or in addition to) GPUs for ML tasks.

Not that Nvidia is poorly positioned. In fact, I expect that if dedicated ML chips work out, Nvidia will also put one on the market.

> Nvidia will also put one on the market

Already done. Tegra Xavier includes DLA (deep learning accelerator).

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