StockFomoNVIDIA designs and sells GPUs for gaming, data centers, and AI workloads. The company leads the AI chip market with its CUDA platform and H100/B200 accelerators.
NVIDIA's data center revenue grew 427% YoY last quarter. Every major cloud provider — AWS, Azure, GCP — is locked into multi-year NVIDIA GPU contracts. The CUDA moat is real: switching costs are enormous because the entire ML ecosystem (PyTorch, TensorFlow, JAX) is optimized for...