A minor pre market dip changes none of Nvidia's advantages.
NVIDIA don't sell chips alone anymore. They sell ecosystems. Competitors can build faster chips but they cannot easily replicate CUDA. Millions of developers are anchored to Nvidia's software architecture. Trying to move a massive enterprise AI model from CUDA to a competitor is a coding nightmare.
NVIDIA rolls out its next generation silicon roadmaps - the Vera Rubin architecture well ahead of its competitors.
Whether NVIDIA moves up or down in the short term, its dominance over the global computing landscape is firmly here to stay for the foreseeable future.
My job as an investor isn't to stress over every pre market headline. My job is to let the magic of compounding do the heavy lifting for NVIDIA over time.
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- nuzzle·09-02 18:22The moat is deeper than CUDA alone. DGX plus the AI Enterprise stack is what really locks in enterprise customers, and Rubin keeps that lead from looking temporaryLikeReport
- groovix·09-02 18:22CUDA moat is obvious, but the packaging edge matters too. That CoWoS capacity and TSMC tie-up are what make Marvell a much harder catch-up storyLikeReport