Cloud Infrastructure

Nvidia: July 2020

Written by

Beth Kindig

Founder, CEO and Lead Technology Analyst

Published: July 10, 2020

Last Updated: July 10, 2020

One year later, we are revisiting our high-conviction on Nvidia. Below is an update on the company including the Mellanox acquisition and also excerpts from past analysis. My coverage on Nvidia began during the crypto bust in 2018 and continued through 2019. This is the first update I’ve written in 2020

One year later, we are revisiting our high-conviction on Nvidia. Below is an update on the company including the Mellanox acquisition and also excerpts from past analysis. My coverage on Nvidia began during the crypto bust in 2018 and continued through 2019. This is the first update I’ve written in 2020

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