Not just the hardware: How deep is Nvidia’s software moat?
The big picture: Starting tomorrow, Nvidia is hosting its GTC developer conference. Once a sideshow for the semis, the event has transformed into the center of attention for much of the industry. With Nvidia’s rise, many have asked the extent to which Nvidia’s software provides a durable competitive position for its hardware. As we have been getting a lot of questions about that, we want to lay out our thoughts here.
Beyond the potential announcement of the next-gen B100 GPU, GTC is not really an event about chips, GTC is a show for developers. This is Nvidia’s flagship event for…Continue Reading