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How strong is Nvidia's moat?

A

Arthur Hanson

Well-known member
How strong in Nvidia's moat consisting of IP and spoken for production slots at TSM? Are there going to be any serious threats to their franchise in the near future? Will Nvidia be able to maintain there margins and for how long? If there is competition now or in the near future, who would it be? Thanks
 
In the near future, very very strong.

The major cloud providers, Intel, and AMD also trying to enter the AI chip space but NVidia is quite ahead both in hardware and in software. I think as long as NVidia keeps pushing, it will be hard to catch up.
 
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