The breathtaking speed Nvidia demonstrated was a sign that it will be difficult to dethrone, even though several other large technology companies, including Microsoft, Amazon, Google, Intel, and Advanced Micro Devices, are developing their own AI chips. Nvidia has proved, as it enters its fourth decade, that it can still outrun the competition. Its second, but lesser-known, advantage is pricing power. Nvidia doesn’t believe in building commodity products, because commodities are subject to downward pricing pressure as competition increases. Instead, from the very beginning, its pricing has
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