The fund manager said A.I. companies using Nvidia's chips could grow and disrupt other sectors, such as energy production, digital and financial services.
Ripman also pointed toward Nvidia's initiative, the Cambridge-1 supercomputer used by pharma companies for research, as an example of the company's links to the health care sector. "I think the opportunities are really limitless and time will tell if they're able to capitalize on some of these opportunities," Ripman told CNBC's Pro Talks. "But I think Nvidia has a good track record of demonstrating that they can.
manufactures the chips in Taiwan that Nvidia designs in the United States.
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