M
Jul 23 at 06:00 AM
62. The moat of Nvidia's CUDA is being rapidly eroded. On one hand, with the advent of AI, building this ecosystem has become much easier than before because AI can write code. — Liang Sheng from Deepseek.
From this perspective, it is very logical that $AMD(AMD.US) remains largely unscathed in this round. $NVIDIA(NVDA.US) needs a more comprehensive moat, including supply chain, communications, etc.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.