Part 12/15:
Cutress emphasizes that market resilience depends on Nvidia’s ability to continue innovating and maintaining supply, particularly as AI workloads increase exponentially and hardware requirements evolve rapidly.
Strategic Outlook: Market Dynamics and the Role of Startups
Given the landscape, several key takeaways emerge:
Nvidia’s current leadership is strong but not invulnerable. As AI models grow larger and more complex, hardware innovation becomes critical.
Startups and regional players are pushing innovation in specialized niches, aiming to disrupt Nvidia’s generalist position—especially for cost-effective inference.