Perplexity

CUDA isn't Nvidia's moat anymore. Its balance sheet is.

This video discusses Nvidia's competitive advantages in the AI data center market, arguing that its balance sheet and ability to finance customers and power projects are now more significant than its CUDA platform. Analysts expect Nvidia's AI data center market share to decrease from 90% to 70% over two years, with Google's TPU, Amazon's Trainium, and AMD's GPUs taking share, but this is not seen as a major concern due to overall market growth.