NVIDIA’s real moat isn’t hardware, it’s 4 million developers
I couldn't stop thinking about Theo's "Why NVIDIA is dying" video. The thesis felt important enough to verify. So I dug through SEC filings, earnings reports, and technical benchmarks. What I found: NVIDIA isn't dying. Its $35.1B quarterly revenue is up 94% Yes, market share dropped (90% → 70-80%), but the pie is growing faster Groq and Cerebras have impressive chips, but asterisks everywhere The real moat: 4 million devs can't just abandon 20 years of CUDA tooling Plot twist: the biggest threat is Google/Amazon/Microsoft, not startups Deeper piece with Cerebras and Groq factored in at https://medium.com/@jpcaparas/nvidias-real-moat-isn-t-hardware-it-s-4-million-developers-648d6aeb1226?sk=82ee7baf9290da1eb93efd9d34c4c7b4 submitted by /u/jpcaparas [link] [comments]









