[rdlecler1]

I bought both NVIDIA and AMD. AMD has a big GPU patent portfolio as well. AMD trades at about 1/5th NVIDIA and could be a takeover target for a bigger player trying to move into AI.

In my opinion NVIDIA needs a moat. CUDA is a good start but they need proprietary data that's hard to create. I thought they should buy Yahoo which would give them a large and unique data set that NVIDIA users could tie into through an API.

[visarga]

Won't get anywhere with a dataset. You need dozens or hundreds of them, and they are usually created using Amazon Turk, so anyone with some money can create one. And they need to be commissioned by the AI researchers, because they know best what they want to study.

NVIDIA needs to become more efficient and build deep learning hardware instead of graphics cards that do faster computation than CPU. If only they could create a small form AI processor for robotics that could do vision at 500+ frames per second. Take a look at this video from 7 years ago which does 1Khz vision: https://youtu.be/-KxjVlaLBmk?t=158

We need that.