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To: neolib who wrote (72509)11/20/2025 8:16:37 PM
From: Pravin KamdarRespond to of 73123
 
Jensen's vision, before others, got Nvidia where they are today. The CUDA moat, is a moat, but not one that many want to be behind.

With $31B dropping to their bottom line, there will be new competition. Many others are designing, not for where the puck is now, but for where it will be. Nvidia will be there, but so will others.


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