Part 6/15:
Hardware iteration pace: Nvidia iterates silicon every 12-18 months, introducing advancements like the H100 and Blackwell. Their ability to quickly develop new architectures keeps them ahead in performance and software support.
Market supply constraints: The chip shortage and limited access to high-bandwidth memory (HBM) are significant bottlenecks. Despite the high demand, Nvidia’s market leverage allows them to outbid competitors and secure supply at scale.