Cracking NVIDIA's Moats: The Rise of New Rivals in AI and Computing

In this episode, we dive into the mounting challenges facing NVIDIA as its once-impenetrable moats begin to crumble. With innovative competitors like Cerebras and Groq reshaping hardware landscapes, and new software frameworks threatening CUDA's dominance, we explore how major players like Google and Amazon are developing their own custom silicon. We also discuss DeepSeek's groundbreaking efficiency that could redefine industry standards. Join us as we unravel the multifaceted threats to NVIDIA's growth and profitability—could the future be less bright for the tech giant?