Nvidia's moat isn't CUDA anymore
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摘要
Nvidia's moat isn't CUDA anymore
Nvidia reports tomorrow, and analyst Patrick Moorhead argues the thing protecting it is no longer the thing everyone cites. CUDA is still a moat, he says, just a smaller one. The bigger one is the balance sheet, and the financing it lets Nvidia extend to customers and power projects.
He also expects Nvidia's AI data center share to fall from roughly 90% to 70% over two years, names Google's TPU as the biggest taker, and explains why he is not worried about it. Plus: why Nvidia held up while the chip index fell into a bear market.
Featuring:
Patrick Moorhead, Moor Insights & Strategy founder, CEO, and chief analyst
Gil Luria, Head of Technology Research, D.A. Davidson
Jessica Inskip, Director of Investor Research, StockBrokers.com
Jared Blikre, Yahoo Finance Markets and Data Editor
Brooke DiPalma, Yahoo Finance Senior Reporter
Brian Sozzi, Yahoo Finance Executive Editor
Josh Lipton, Yahoo Finance Host
Timestamps
0:00 A good quarter isn't the question
0:14 Seven straight down days going into the print
0:28 Four months of going nowhere
0:44 Nvidia up 8% while the SOX fell 17%
1:46 The SpaceX stake
2:19 Is the customer base broadening?
3:25 Why CUDA is a smaller moat than it was
4:48 The circular financing objection
6:13 From 90% share to 70%, and who takes it
#Nvidia #NVDA #AI #Semiconductors #StockMarket #YahooFinance
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