You are correct. Their business is very sticky. Who would want to put in non-Nvidia components and risk poor performance, or interruptions due to compatibility possibilities? Jensen has played this just right. It’s not GPU’s, CPUs, accelerators and memory chips….it’s a proven, reliable 17 year old software, optimized for proven results. Jensen has built a brilliant ecosystem and owns 80% plus of the market.
While this is what every CEO hopes for in their engineering, production, sales and marketing efforts, the people on the outside looking in want their elected officials to help topple the wall.
Market Data 
Markets 
AI
