Tag: CUDA Software Moat
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The Silicon Iron Throne: Why NVIDIA is the Foundation of the New Global Order and the “Ten-Bagger” Era
🏁 Introduction: The Silent Architect of 2026 While the global media remains fixated on the “Pizza Wars” between tech titans like Elon Musk and Sam Altman, the true architect of the AI revolution remains centered in Santa Clara. NVIDIA’s latest earnings report was far more than a financial statement; it was a sovereign declaration of…