Part 13/15:
The supply chain remains a central bottleneck, with companies competing for limited high-performance memory and advanced packaging.
Software ecosystem and developer familiarity remain Nvidia’s greatest barriers for competitors—but this may change if alternative frameworks gain traction or new hardware architectures proliferate.
Conclusion: A Dynamic, Rapidly Evolving Market
Ian Cutress’s insightful analysis paints a picture of an industry at a crossroads. Tesla’s Dojo remains in development, with questions about its viability and software bottlenecks. Meanwhile, Nvidia maintains a dominant position, fortified by software, supply leverage, and hardware innovation, though disruptions are possible.