Nvidia software is tackling data center challenges. Here's how.
Is this the "fourth inning" of the AI landscape? WestEnd Capital Management senior equity analyst Ali Mogharabi joins the Morning Brief to discuss a future of "million-chip data centers" and Nvidia's (NVDA) competitive advantage.
Mogharabi explains that Nvidia has done a "good job" transforming itself into a full-stack platform, with offerings extending beyond GPU. This strategy has allowed Nvidia to build a protective "moat," Mogharabi adds. The analyst highlights the challenge of supplying electricity to data centers but says Nvidia software is helping to make chips operate more efficiently.
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This article was written by Gabriel Roy