| Ok, where shall I start??? You look it from the eyes of a single developer with dome trial and error approach. Do you think Fortune 500 companies without an army of SW engineers would trial and error in AI? Why do you think MS is so strong? Because their customer's focus isn't on SW and services but on productivity in their sector. Nvidia offers a complete platform, not just GPUs but you can buy entire DGX data centers from Nvidia. And it comes with Nvidia AI enterprise suite along side support. Nvidia supports customers in custom AI development. Big CSPs are buying Nvidia HW like crazy because Nvidia offers something very compelling and competitive and that's commercial on prem data centers. On prem data centers are a huge problem for CSPs. But if you think about the future of AI, it's not chatbots, it's not generic copilot. It's about company and domain specific AI models. That means for any company the best way to utilize LLMs is to train it on their private company data. And there we get into security concerns. Would you send all your company data to Microsoft, Google or Amazon for preparation and training? This is why Nvidia is pushing DGX as on prem data center option. That is the business model Jensen is building. In addition, Nvidia is focused to leverage the power of a GPU and machine learning to offer compelling solutions in different industries. Omniverse, Clara, Isaac and Drive are options where Nvidia is leading. Technically every robotics company could use Nvidia technology without being a competitor to Nvidia. The same goes for medical, drug discovery, manufacturing, automotive and many more. Nvidia offers a complete platform as a shelf solution where the GPUs and CUDA are only pieces of a puzzle. |