Indeed, there is a parallel with Microsoft's Windows empire in the 90s - same combination of developer lock-in and enterprise trust. Though unlike Windows, NVIDIA's moat gets deeper with each AI breakthrough their software enables. Smart perspective on the software angle.
Indeed, there is a parallel with Microsoft's Windows empire in the 90s - same combination of developer lock-in and enterprise trust. Though unlike Windows, NVIDIA's moat gets deeper with each AI breakthrough their software enables. Smart perspective on the software angle.
Yes, or like Oracle or Cisco. But this one is pretty crazy!
The key to EVERYTHING in tech is controlling both the software and the hardware. This is why Apple is winning so hard.