Outside the Box: Investors are underestimating the core part of Nvidia’s business

Investors have reappraised Nvidia and the potential for its GPU business beyond the gaming industry, taking the stock from around $20 in 2015 to around $170 today.

But while Nvidia NVDA, +0.60% has convinced the world that the GPU is a central part of the future of computing with far-reaching applications into data center, machine learning, artificial intelligence, computer vision and cryptocurrency mining, investors may still be missing how much the company can still grow in its bread-and-butter business of PC gaming.

I believe we could be at an inflection point for PC gaming, as the shift from those playing on consoles like PlayStation and Xbox accelerates.

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