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Posted by
Two Blokes Jun 23 -
Filed in
Stock
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7 views
Nvidia Corporation's dominance stems from its integrated AI stack and robust software ecosystem, not just its GPUs. Emerging technologies like photonic and analog chips threaten NVIDIA's hardware moat by reducing heat constraints and enabling decentralized AI solutions. NVDA is adapting by opening its software stack (CUDA, NVLink Fusion) to third parties, aiming to become the AI software standard.
