Compute deals insider: buyers want only NVIDIA gear, CUDA moat alive and well
sudoraohacker · x · 2026-10-05
A newly-hired compute deals lead shared first-week observations: GPU buyers and sellers are actively negotiating prices in real time, and every single buyer wants NVIDIA gear — zero mentions of alternatives. Their take: the CUDA moat is alive and well, and the compute business is booming.
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