No Nonsense Nvidia: A Rebuttal

Nvidia (NASDAQ:NVDA) has the hardware lead in deep learning, full stop. I have explained why this is so in an article I published last May. Since then, Nvidia investors have enjoyed outsized gains, which recently has brought about a number of articles speculating about an imminent reversal. This article is a rebuttal on a recent piece about Nvidia's AI perspectives, and possible threats from specialty deep learning hardware. Giving my opinion as a deep learning researcher, the recent piece contains a number of technical inaccuracies.