
Nvidia's moat is widening beyond the GPU
AI factories are becoming traffic-management problems, and Nvidia is positioning itself to own the road system as well as the engine. In a report published on TechCrunch on August 29, Russell Brandom argues that Nvidia's advantage is moving beyond its dominant graphics processors. Hyperscalers including Amazon and Google are building competing chips, but operating a megascale data centre at peak efficiency remains difficult as deployments reach gigawatt scale. Rack-scale systems, not isolat


















