Nvidia has a huge moat and demand for compute in 10 years will be like 1 million x or more what it is now.
Microsoft will anti-competitively bake AI into the OS; then release a smartphone with AI baked into it and integrate it into everything else and clobber Google/Android. Apple for similar reasons, whatever works for MS they will also do eventually.
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Nvidia\Microsoft\Apple
Nvidia has a huge moat and demand for compute in 10 years will be like 1 million x or more what it is now.
Microsoft will anti-competitively bake AI into the OS; then release a smartphone with AI baked into it and integrate it into everything else and clobber Google/Android. Apple for similar reasons, whatever works for MS they will also do eventually.