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Nvidia is way more than their data centre hardware - their software and research is just leagues ahead of the nearest competition, and their edge compute capabi
by madaxe_again 1y ago
Nvidia is way more than their data centre hardware - their software and research is just leagues ahead of the nearest competition, and their edge compute capabilities are going to be a rapidly growing market as derived models start getting put in products - think self-driving, robotics, machine vision, manufacturing and industrial automation, on and on.
So yes - while there are others who may yet compete in the data centre compute market, nothing else comes close to the monopolistic total vertical integration nvidia has built over the last decade.