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Tuesday, 11/07/2023 9:59:56 AM

Tuesday, November 07, 2023 9:59:56 AM

Post# of 10217
“A CEO of Inflection, Mustafa Suleyman A CEO of Inflection, Mustafa Suleyman stated along with Naveen Rao who owned a startup that was trying to compete with Nvidia discovered that it was impossible because of the number of hardware and software learning solutions that made it literally impossible to catch up with due to the complexity of the AI learning that Nvidia worked on for so long that it had built a moat around AI itself. Dan Newman an analyst who looked at Nvidia and it's competitors stated customers are willing to wait 18 months rather than going someplace else, because there is no place else that has the AI learning capacity that Nvidia does. In his opinion along with these others I mentioned all believe that Nvidia has a solid moat in AI for a long time. Other reports have since come out which seem to back up the major market share Nvidia has and will maintain going forward. stated along with Naveen Rao who owned a startup that was trying to compete with Nvidia discovered that it was impossible because of the number of hardware and software learning solutions that made it literally impossible to catch up with due to the complexity of the AI learning that Nvidia worked on for so long that it had built a moat around AI itself. Dan Newman an analyst who looked at Nvidia and it's competitors stated customers are willing to wait 18 months rather than going someplace else, because there is no place else that has the AI learning capacity that Nvidia does. In his opinion along with these others I mentioned all believe that Nvidia has a solid moat in AI for a long time. Other reports have since come out which seem to back up the major market share Nvidia has and will maintain going forward.”
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