Nvidia’s products are at the forefront of a number of attractive trends, including artificial intelligence, virtual reality, and autonomous vehicles. But it’s most highly linked to the gaming sector, which accounts for 57% of revenues. The excitement around these technologies has helped shareholder returns reach an annualized 134% over the past three years. Not all of the company’s revenue streams are so glamorous: Nvidia also gets 20% of sales from data centers, creating a stable floor if economic downturns crimp its other businesses.
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The 100-year Vision Fund has been spending about $7 billion each quarter.
It's not an engineering type for the first time.