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Nvidia CEO Reveals GPU and Software Moat in AI Chips

Nvidia is banking on its software expertise and broad GPU ecosystem to stay ahead in the fiercely competitive AI chip market, CEO Jensen Huang said in an interview with Goldman Sachs Wednesday. Huang pointed to NVIDIA's large base of installed GPUs and their software compatibility as key strengths. ...

Nvidia is banking on its software expertise and broad GPU ecosystem to stay ahead in the fiercely competitive AI chip market, CEO Jensen Huang said in an interview with Goldman Sachs Wednesday. Huang highlighted three key elements of Nvidia's competitive moat: a large installed base of GPUs across multiple platforms, the ability to enhance hardware with software like domain-specific libraries, and expertise in building rack-level systems. 2) Customer ROI: Mr. Huang noted that we have hit the end of transistor scaling that enabled better utilization rates and cost reductions in the previous virtualization and cloud computing cycles.

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