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mjr00 • yesterday at 11:30 PM • 1 reply • view on HN

That's fair. NVidia's execution has been rock solid for as long as they've been around and Huang deserves credit for that. But I would say most of the reason they've 100x'd since 2017 has been external forces.


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Jlagreen • today at 8:08 AM

Yes the demand of comapnies for AI compute which Nvidia delivered. These are still the external forces which let it grow at 100% YoY despite >$200b in revenue.

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