Google's rolling out new chips to challenge Nvidia's dominance, but here's the reality check—Nvidia isn't losing sleep over this. The green giant's ecosystem runs deeper than just silicon. Their CUDA platform, years of developer loyalty, and AI training infrastructure create a moat that's tough to cross overnight. Sure, competition pushes innovation forward (which benefits everyone building compute-heavy applications), but Nvidia's lead in performance optimization and market positioning remains solid. Google's move matters for diversification, yet the crypto mining and AI training crowds? Still betting on those familiar green boxes.
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SighingCashier
· 41m ago
NVIDIA's moat can't be breached anytime soon. Google making chips is just for ecosystem diversification; the real big players still have to use those green boxes.
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FlatlineTrader
· 8h ago
Google’s move is more of a paper threat; CUDA’s moat is truly formidable, and developers have already been deeply tied to it over the past few years.
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bridgeOops
· 12-04 17:39
Nvidia's moat is indeed deep, and once you start using the CUDA ecosystem, it's hard to abandon it... But if Google really manages to pull it off, it's probably just to lower costs.
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NFT_Therapy_Group
· 12-04 17:36
Nvidia's moat is indeed deep; CUDA isn't something that can be replicated in just a year or two... Good luck, Google.
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gas_guzzler
· 12-04 17:28
Nvidia's moat is indeed deep; the CUDA ecosystem is not something that can be built overnight.
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rugpull_survivor
· 12-04 17:25
Forget it, we'll still have to wait a bit longer for Google chips; Nvidia's moat isn't for nothing.
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MEVHunterLucky
· 12-04 17:15
No matter how powerful Google’s chips are, it’s useless. The CUDA moat is right there, and there’s no way to turn the tables in the short term.
Google's rolling out new chips to challenge Nvidia's dominance, but here's the reality check—Nvidia isn't losing sleep over this. The green giant's ecosystem runs deeper than just silicon. Their CUDA platform, years of developer loyalty, and AI training infrastructure create a moat that's tough to cross overnight. Sure, competition pushes innovation forward (which benefits everyone building compute-heavy applications), but Nvidia's lead in performance optimization and market positioning remains solid. Google's move matters for diversification, yet the crypto mining and AI training crowds? Still betting on those familiar green boxes.