
Nvidia Waves and Moats
Stratechery
00:00
NVIDIA's Strategy: Building a GPU-Centric AI Ecosystem
This chapter examines NVIDIA's development of Neural Information Management Systems and the critical role of NVIDIA GPUs in enhancing performance. It also highlights the shift from open-source to a more structured ecosystem aimed at leveraging AI demand while addressing competitive positioning and software lock-in challenges.
Transcript
Play full episode