---
title: "Supply chain advantage\tNVIDIA's "favored son" treatment, priority access to the latest GPUs,"
description: "Supply chain advantage\tNVIDIA's "favored son" treatment, priority access to the latest GPUs, building hardware barriers.AI training efficiency is over 20% higher than traditional cloud provide"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38709943.md"
published_at: "2026-02-12T23:12:05.000Z"
author: "[TukKuKauPai](https://longbridge.com/en/profiles/2598)"
---

# Supply chain advantage	NVIDIA's "favored son" treatment, priority access to the latest GPUs,

Supply chain advantage NVIDIA's "favored son" treatment, priority access to the latest GPUs, building hardware barriers.

AI training efficiency is over 20% higher than traditional cloud providers, offering cost advantages. Deeply integrated with giants like Microsoft, OpenAI, Meta Backed by a strong supporter, revenue certainty is high.

Already achieved economies of scale, possessing a cluster of 250,000 H100/H200 GPUs, holding a leading position in the industry.

But I'm still losing money on this trade 🤣. It shows that at this stage, the AI-related market is relatively more controversial and volatile. Invest cautiously.

### Related Stocks

- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)
- [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md)
- [META.US - Meta Platforms](https://longbridge.com/en/quote/META.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.