โผ๏ธ NVIDIA NVIDIA moat has changed ๐ฑ The future AI compute war is not just about GPUs โผ๏ธ
In the past, everyone believed that whoever has the strongest GPU could win the AI era.
But now the market is discovering a new shift ๐
Competition in the AI inference stage
is no longer just about the performance of a single chip.
Memory, storage, and the overall system efficiency
are becoming increasingly important ๐ฅ
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ฅ็ฒไธ็พคSometimes a chip with slightly weaker compute
with better memory configuration
may end up outperforming a stronger chip in certain scenarios.
Thatโs also why the market has started paying renewed attention
to the full capabilities of AI infrastructure.
However, whatโs truly terrifying about NVIDIA
might not be merely selling GPUs,
but the ecosystem behind it ๐
From cloud service providers, software ecosystems, and supply chains
to global compute distribution networksโ
these are the parts that competitors find most difficult to replicate.
Even if someone builds a chip with decent performance,
without a complete sales channel and app ecosystem,
it is still very difficult to enter the market.
In the future, AI competition
may be less a war between chips
and more about who can control the entire compute ecosystem ๐
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Not just whatโs happening in the newsโ
but help you understand the underlying logic and opportunities ๐๐
#NVDA #NVIDIA