NVIDIA Corp (NVDA)

[Dallas-Cowboys]

Here is a comment from Yahoo board very good I thought.

“Analysists mention Nvidia's "moat". I don't think many investors understand how wide it is. The "moat" is not just best-in-class GPUs, that accelerate video games and AI training. It is also their CUDA software that allows AI developers to run their AI models on Nvidia's GPU. The first version of CUDA was released in 2007. I remember using it. It was buggy, codes crashed constantly. It took 16 years for NVDA to get where they are today. Suggesting that INTC or AMD can get there in just a few years is ignorance. Besides state-of-the-art GPUs, these competitors need software like CUDA to use those GPUs for general-purpose computing. And the programming languages like C++/C#/Python have to support that software, which means that someone has to create all the libraries/modules in C++/C#/Python that enable programming on those GPUs. Then AI developers have to use those libraries for their AI models, uncover bugs, report them back, wait for updates, uncover new bugs, and so on. It takes many years to get there.”