Part 9/16:
This strategy aligns with Clayton Christensen's theory of disruptive innovation: Nvidia invests in zero-billion-dollar markets, betting these will burgeon into hundreds-billion-dollar industries. For instance, Nvidia's work in medical imaging, robotics, and material science positions it to dominate emerging sectors, even if they currently represent small niches.
Crucially, Nvidia's CUDA ecosystem—its proprietary parallel computing platform—serves as a significant moat. Once a researcher develops code in CUDA, the switching costs to alternative platforms like AMD's ROCm become prohibitively high due to ecosystem lock-in, developer familiarity, and existing infrastructure.