In the article on the NVDA Yahoo Summary page titled The Next Technology Super Stocks, mentions NVDA....
"But, perhaps the greatest tech gem of them all is Nvidia (NASDAQ:NVDA), the IoT, artificial intelligence, gaming, graphics card, self-driving automotive marvel that may not only be the best of this peer group, it may in fact be the best technology stock in the world as we look toward the future. This company may be the next Intel (NASDAQ:INTC)."
"Later this year, Tesla P100 accelerators for PCIe will power an upgraded version of Europe's fastest supercomputer, the Piz Daint system at the Swiss National Supercomputing Center in Lugano, Switzerland.
"Tesla P100 accelerators deliver new levels of performance and efficiency to address some of the most important computational challenges of our time," said Thomas Schulthess, professor of computational physics at ETH Zurich and director of the Swiss National Supercomputing Center. "The upgrade of 4,500 GPU-accelerated nodes on Piz Daint to Tesla P100 GPUs will more than double the system's performance, enabling researchers to achieve breakthroughs in a range of fields, including cosmology, materials science, seismology and climatology.""
VR and its possibilities are coming more mainstream, there are people who want in, like the Netscape IPO in '95 which launched a multi-year binge. NVDA is certainly a main player. So the trend is secular IMO.