Evolving AI Strategies and the Importance of Inference in Company Software Stacks

Nvidia briefly became the most valuable company in the world by market cap, surpassing Apple. This milestone highlights Nvidia's dominance in the semiconductor industry and its position as a leading company in AI computing. However, there are concerns about the sustainability of Nvidia's growth and the disconnect between its stock performance and the dynamics of the company itself. The platformization of GPUs is a key strategy for Nvidia, but it may not align with the preferences of hyperscalers who are looking for more diverse solutions. The future of the data center market and the demand for AI capabilities remain uncertain.