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People choose NVIDIA because of the software. So will software margins go away?
by doctorpangloss 2y ago
People choose NVIDIA because of the software. So will software margins go away?
- JKCalhoun 2y agoJust an interested layman here: seems like it's the libraries that people choose. I don't see why those can't be ported to other hardware.
- duped 2y agoThey are ported to new hardware, it's just that new hardware is made by NVidia. Part of why their moat is so deep is that they are able to keep the software stack stable with transparent hardware architecture upgrades. It's kind of the opposite of intel.