NVDA directional thesis

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    "claimText": "A moat that turns out to be optional drains the premium out of the most expensive name in AI: frontier models now train with zero CUDA, and the pricing power that justifies the valuation erodes as buyers gain real alternatives.",
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      "excerpt": "Yeah. And I think trying to share what that means, what an exponential demand means, and that we're still so early and yet the demand for AI compute is overwhelming. I think sharing that was interesting and I think helpful in educating the financial community. The other thing is that there are lots of ways to do this. That the GPU isn't the only way. You've got a TPU, you've got Trainium, you've got us."
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    "excerpt": "Yeah. And I think trying to share what that means, what an exponential demand means, and that we're still so early and yet the demand for AI compute is overwhelming. I think sharing that was interesting and I think helpful in educating the financial community. The other thing is that there are lots of ways to do this. That the GPU isn't the only way. You've got a TPU, you've got Trainium, you've got us.",
    "quote": "Yeah. And I think trying to share what that means, what an exponential demand means, and that we're still so early and yet the demand for AI compute is overwhelming. I think sharing that was interesting and I think helpful in educating the financial community. The other thing is that there are lots of ways to do this. That the GPU isn't the only way. You've got a TPU, you've got Trainium, you've got us.",
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