No one is close in terms of fiber. But, yeah, and that was the point of Jensen's talk Saturday night.
MARKET TRENDS
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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 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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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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Manual driving becoming obsolete as autonomous vehicles advance
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Me temo que tendremos que conformarnos con un circuito para disfrutar de la conducción. Todo parece indicar que, de aquí a unos años, lo de conducir manualmente será cosa del pasado
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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.
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Elon Musk’s Everything App: Transportation and Robotics Integration
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Yes. And X will be there too. @elonmusk was right about the everything app, and is well positioned to deliver, due to his coming transportation as a service and robots. 🙂