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Nvidia?s focus on addressing the top 30% of the market (mainly those vertical segments where visual computing matters the most) is clearly paying off and has helped it outpace the PC market (where it has always had a significant exposure). A decade back, PC original equipment manufacturers (OEMs) accounted for almost 100% of Nvidia?s business. PC OEMs now account for less than 20% of the company?s business. Over the years, Nvidia has transitioned into a software centric company primarily serving...
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