$NVIDIA(NVDA)$ The $4 Trillion Question: Is Nvidias Moat Indestructible As we close out 2025, Nvidia (NVDA) isn't just a chip company; it is the central nervous system of the AI economy. Trading near $180 with a market cap breaching $4.4 trillion, the company has defied gravity. But for investors and tech watchers, the narrative is shifting from "unlimited growth" to "strategic durability." Here is the analytical breakdown of where Nvidia stands right now. 1. The Blackwell Supercycle is Real Any fears of an "air pocket" in demand between generations have evaporated. The Blackwell (B200/GB200) architecture is shipping in volume (~1,000 racks/week) and has successfully reset the performance baseline. The Mo