Nvidia veteran investor: Enterprise moat remains unbreakable
HankYeomans · x · 2026-08-26
A long-time Nvidia investor since 2009 rebutted bearish views on the GPU market. He argued that while the consumer market might shift to Apple, the high-end enterprise training sector will remain dominated by Nvidia. Enterprises will not cobble together Apple M5 Ultra chips to train SOTA models, as the priorities of memory and chip manufacturers are not consumer-focused.
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