Nvidia is going to be 100% of the AI game going forward: Strategist

Nvidia revealed two new key deals with OpenAI and Alibaba. >> I don't think you can ignore it. It's a huge part of their business and the fact that they're able to make these deals in China, whereas before we weren't sure they were going to be able to.I mean, you look at the last earnings and China wasn't even included, right. So, the fact that you're being able to go in and ink these deals, make that part of your core business and have that going forward for revenue generation, I think it's a huge componen ...