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Two Blokes Fri at 2:00 PM -
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NVIDIA's dominance stems from its unique CUDA ecosystem, combining hardware and software, creating a near-monopoly in data center chips for AI workloads. Competitors struggle to match NVIDIA due to the massive developer and software ecosystem built around CUDA, making switching costs prohibitively high. In the medium term (5–10 years), NVDA remains an excellent investment, with its technological moat and market position likely to drive continued share price growth.
