Below is what some other investors, many knowledgeable, think about my favourite company.
Ever since Nvidia decided to make a play for the AI business, it's been tailoring its approach to create obstacles that make it virtually impossible for potential competitors to offer products with similar capabilities. The GPU's, including those packaged with the Grace CPU, are installed on boards with compatible electronics. Such electronics include networking that enables each of the thousands of GPU's in a system to access all of the system memory. And then the software Nvidia loads is designed to control every aspect of the total system. Nvidia never fails to point out that it provides the entire stack. The GPU's can't be popped out of a socket and replaced with an AMD GPU anymore than an Intel CPU can be replaced with an AMD CPU on a motherboard designed for an Intel unit.
For instance, I doubt that Nvidia sells its Grace Hopper chip to Dell. If it did, it would have to provide all the information on the speed, voltage, cooling requirements, and most importantly the pinout, so that support devices could be designed into the system. That's equivalent to Nvidia releasing all its IP.
Nvidia is not an AI chip company, but is rather a supercomputer manufacturer. It will take years for AMD, by itself or working with Dell, to match Nvidia. And by that time, Nvidia will be years ahead of where it is now. Quite honestly, and without hyperbole, Nvidia has the potential to become the most valuable company that ever existed.
Paul, Yahoo Finance Chat room, 4 July 2023
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