Part 11/15:
While Nvidia retains a strong moat with its software ecosystem, market share, and advantageous supply agreements, Cutress cautions that disruption can arise from well-funded startups and new architectures. Players like Grock, Ten Torrin, and regional silicon firms are innovating in performance, power efficiency, and cost reductions.
However, Nvidia’s agility, coupled with its vast developer base and fast iteration cycle, give it a performance advantage—for now. That said, supply chain disruptions, regulatory changes, or industry pivots—such as new AI models or computing paradigms—could threaten even Nvidia’s dominance in the next five years.