Hardware

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Cutting-edge PC hardware and enthusiast computing. CPUs, graphics cards, storage, and gaming gear defining the computing world.

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Not just the hardware: How deep is Nvidia's software moat?

The inherent inertia of software ecosystems
The big picture: Starting tomorrow, Nvidia is hosting its GTC developer conference. Once a sideshow for semis, the event has transformed into the center of attention for much of the industry. With Nvidia's rise, many have been asking the extent to which Nvidia's software provides a durable competitive moat for its hardware. As we have been getting a lot of questions about that, we want to lay out our thoughts here.
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Jensen Huang: Even if competitors' AI products were free, Nvidia's chips would still be better value

Jensen "Humble" Huang
A hot potato: Nvidia has become the dominant force in the AI hardware industry, and CEO Jensen Huang knows it. The leather jacket-loving boss is so confident in the ability of his products, he says that even if the competitors' chips were free, they would still be a worse option than Nvidia's expensive alternatives.
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