Row 59914

Row ID: 59914 | Dataset Entry | Axioma AXP Content Repository

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I'm a new investment analyst so naturally the topic of Nvidia is constantly on my plate from clients. For context, i have worked as a data scientist for about 3 years and developed and managed a few models but i am asking this question from more of a different view.

Correct me if i am wrong but despite Nvidia's chips being superior to its competition for now, from what I've read from analyst, the company's true moat is CUDA. Is it the case that the only way to access Nvidia GPUs is through cuda or is that cuda is already optimized for Nvidia chips but in reality it can be used with other semiconductors? And another thing, it cuda is open source, that implies that there is no cost right and that the only cost is associated with the cost of compute...so cuda doesn't in itself generate revenue for the company and its stickiness i guess is the opportunity costs associated with switching...if I'm making sense.

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text I'm a new investment analyst so naturally the topic of Nvidia is constantly on my plate from clients. For context, i have worked as a data scientist for about 3 years and developed and managed a few models but i am asking this question from more of a different view. Correct me if i am wrong but despite Nvidia's chips being superior to its competition for now, from what I've read from analyst, the company's true moat is CUDA. Is it the case that the only way to access Nvidia GPUs is through cu…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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{
  "text": "I'm a new investment analyst so naturally the topic of Nvidia is constantly on my plate from clients. For context, i have worked as a data scientist for about 3 years and developed and managed a few models but i am asking this question from more of a different view. \n\nCorrect me if i am wrong but despite Nvidia's chips being superior to its competition for now, from what I've read from analyst, the company's true moat is CUDA.  Is it the case that the only way to access Nvidia GPUs is through cuda or is that cuda is already optimized for Nvidia chips but in reality it can be used with other semiconductors? And another thing, it cuda is open source, that implies that there is no cost right and that the only cost is associated with the cost of compute...so cuda doesn't in itself generate revenue for the company and its stickiness i guess is the opportunity costs associated with switching...if I'm making sense.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-23",
  "username_encoded": "Z0FBQUFBQm5Lak1ZTXBCTnM1R3FPR3Q2VkZiOF9fRXkzMTIyVTFNSnZHOTE2WXVMNXU4Zkd0QVlsS2FkZklxR0daUkJIZEMweTJKWGN5VXhNTXV6OC1OMEJUek1WSGR3SHc9PQ==",
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}
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