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Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Seize the Edge While the Castle Stands Strong
NVIDIA's dominance in AI is secure, predominantly established in the cloud segment. However, opportunities for competitors exist at the edge, where AI compute can operate closer to users. With an extensive installed base of 300 billion devices, ARM is strategically positioned to capture this market. The recognition of this potential suggests that while traditional competition in the cloud may be daunting, targeting edge computing presents a viable strategy to challenge NVIDIA's position.
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