3 Common Inaccuracies About NVIDIA's Cryptocurrency and Artificial Intelligence Businesses

The accurate information: AI is a huge growth driver for NVIDIA's fast-growing data-center platform, which is the company's largest platform by revenue behind gaming. However, AI is not the only growth driver for this platform. Accurate information is easily obtained: At the beginning of every quarterly earnings call, Kress outlines the growth drivers for each of the company's four target market platforms, and oftentimes Huang expounds on this information in the question-and-answer session that follows management's opening remarks. Along with AI, the data-center growth drivers have typically been high-performance computing (HPC) and virtualized computing. Kress did say on the Q4 earnings call that NVIDIA is "starting to see the convergence of HPC and AI," but these are still largely two different things.