NVIDIA has been posting tremendous financial results, beating analysts' expectations on an almost quarterly basis. This stems from NVIDIA's privileged position in the graphics and computing market, with their GeForce series of consumer graphics cards having reigned almost virtually unchallenged by AMD's offerings. This happens even more distinctively on the high end of the market, where NVIDIA's halo products systematically wow consumers on a pure performance basis, and improve the company's image and market awareness absent of any competition from AMD. At the same time, the company's strong position on the AI, Deep Learning, and general computing markets ensure a strong footing should something go awry in a single market.

All of this seems to have grounded NVIDIA CEO's Jensen Huang confident posture on the company's outlook for 2017. At yesterday's earnings call, Jensen Huang was questioned whether NVIDIA's competitor's "new platform" elicited some thoughts on NVIDIA's competitiveness outlook in the second half of 2017. To this, Jensen Huang replied, in no uncertain terms, that "the competitive position is not going to change." Now naturally, a company CEO wouldn't be saying on his own company's earnings call something along the lines of "AMD's Vega platform is going to totally invert the competitive landscape and we at NVIDIA are scrambling and screaming internally at the disaster." Still, NVIDIA is probably the company that knows more about AMD's second-half 2017 efforts in the graphics space in 2017 other than AMD themselves, so this answer could also include some of Jensen's thoughts regarding that - and Volta. What do you think? Bullish posturing, or deserved confidence?