# No challenger threatens Nvidia for five years

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2024-06-13
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** "Greg Osuri: Akash – Decentralizing Cloud Computing and Revolutionizing GPU Access (\#10)" (Fluence)
- **Watch at:** 00:40:41 — https://www.youtube.com/watch?v=RYs9UTXv43Q&t=2441s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2024-06-13-no-challenger-threatens-nvidia-for-five-years-gyt7/
- **Cite as:** Greg Osuri, "No challenger threatens Nvidia for five years," "Greg Osuri: Akash – Decentralizing Cloud Computing and Revolutionizing GPU Access (\#10)" (Fluence), 13 Jun 2024, 00:40:41. https://www.youtube.com/watch?v=RYs9UTXv43Q&t=2441s

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

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.