No challenger threatens Nvidia for five years
"Greg Osuri: Akash – Decentralizing Cloud Computing and Revolutionizing GPU Access (#10)" (Fluence)
“There’s no real challenge to the most valuable company in the world… I don’t know if there’s going to be another contender that’s going to immediately threaten Nvidia’s position in the next five years… Nvidia is going to have monopoly, as sad as it looks.” — 00:40:41
Context: Argues Nvidia’s moat is CUDA software, not hardware (“AMD is so embarrassingly bad… you can’t do meaningful work on AMD even today”); silver lining is Nvidia optimizing distribution away from hostile hyperscalers.