10/17/2024, 03:43 PM UTC
英伟达的护城河有多深、多宽？How Deep And Wide Is Nvidia's Moat?
1、英伟达在生成式AI领域处于领先地位，其业务表现强劲。2、公司拥有独特的属性，如领域经验，并通过CUDA平台和数据中心软件堆栈增加了转换成本。3、英伟达的强劲表现吸引了众多风险投资支持的公司、芯片制造商甚至其自身客户的竞争。1. Nvidia is at the forefront of Generative AI and has seen exceptional growth in its business performance. 2. The company has unique attributes like Domain Experience and has been able to increase switching costs through its CUDA platform and data-center software stack. 3. Nvidia's strong performance has attracted competition from a range of VC-funded firms, chipmakers, and even its own customers.
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