NVIDIA owns the best fiber. By far. 🙂
BIG TECH
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NVIDIA’s Fiber Infrastructure: A Key Competitive Moat
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They have many moats, for sure, but fiber is a key one that I didn't think too much of. It enables NVIDIA to deliver all their other moats. 🙂
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NVIDIA SC24 Virtual Special Address Showcases Latest Innovations
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The NVIDIA #SC24 Virtual Special Address has started. Tune in to hear an in-depth overview of our latest innovations.
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NVIDIA GPU Dominance as Critical Competitive Moat in AI
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If you can't hook 100,000 NVIDIA cards up together (NVIDIA bought the best) you can't put in place any of the other moats.
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Major NVIDIA Datacenter Purchase with Fiber Infrastructure
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He bought an NVIDIA datacenter with a fuckload of fiber. 🙂
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Amazon’s AI Strategy: Partnerships with OpenAI and Meta
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Amazon's moat is it can get a product to your house faster and cheaper than anyone else can. That isn't going away. But, Amazon doesn't have the ability to compete with the big AI companies like OpenAI or Meta. So the partnerships will be interesting. Wish I was a fly on
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NVIDIA’s Market Dominance in AI Hardware Lacks Competition
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And, yes, @ValueAnalyst1 I was thinking of you and your short of NVIDIA. There just isn't a competitor even close.
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Mellanox Fiber Infrastructure Powers NVIDIA Datacenters
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I met one of the founders of Mellanox on Saturday night. What is that? They do all the fiber interconnects at NVIDIA in the datacenters. He showed me just how much fiber is in a new NVIDIA datacenter (like what Elon just bought). Insane amount of fiber. There is a
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Robots domestiques et changement des préférences de marque
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Exactly. And Elon has many other advantages too. When a robot gets into your home it will change all your brands.