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