Part 4/10:
Despite AMD’s rise, Nvidia remains the unequivocal leader—what Ives refers to as the “godfather of AI,” a title held by Jensen Huang, Nvidia’s CEO. Nvidia’s stock, around $250, reflects this dominance, and there remains a substantial moat due to its early investments, ecosystem, and the current supply-demand imbalance—where demand far exceeds supply, with a 10- to 12-to-1 ratio.