Nvidia 37
Tesla 370
ONE of the initiatives within Nvidia is the application of AI to self-driving cars, and in terms of market potential for Nvidia that is likely much closer to 2% than 20% of their future revenues. And - in my opinion - promises to be more transformative as a technology and how broadly it can be applied. (Tesla is unlikely to license their self-driving technology to other automakers but Nvidia definitely will, could even become the standard across brands ... and of course that would be just one of their many, many products and services.)
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