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Two Blokes 6 hours ago -
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Nvidia's Omniverse platform is now its most strategic asset, creating a flywheel of simulation-driven AI demand and recurring revenue beyond GPUs. Blackwell architecture and AI factories drive explosive growth, with data-center revenue up 73% YoY and margins expanding, supported by strong supply chain control. Nvidia's CUDA ecosystem and deep partnerships create a durable competitive moat, embedding the company at the center of the industrial metaverse and AI value chain.
