Nvidia licensing it’s Kepler architecture is nothing more than a last-ditch play to keep the stock price from tanking. On a technical level it is both irrelevant to the company’s future and to potential customers alike.
Note: The following is analysis for professional level subscribers only.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
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