Sector: Technology
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NVIDIA is the undisputed leader in AI infrastructure, controlling 80%+ of the data center GPU market. The company's CUDA software ecosystem creates a moat that competitors (AMD, Intel, custom ASICs) have failed to breach despite years of effort. With AI capex spending by hyperscalers projected to exceed $300B annually by 2027, NVIDIA sits at the center of the largest infrastructure buildout since the internet.
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