NVIDIA long stopped just selling GPUs: from CUDA to sovereign, agentic and physical AI
sudoraohacker · x · 2026-10-03
A viral take argues NVIDIA's strategy has long outgrown GPU sales: GPU → CUDA → networking → generative AI → sovereign AI → agentic → physical AI, plus more software, open source, and financial lending mechanisms for LPS. The author sees NVIDIA as a full-stack AI platform company, not a chip stock.
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