Nvidia's stock rapidly gained over 50% following a positive earnings report, indicating the AI boom is accelerating rather than slowing down. With plans to shift from the Blackwell chip to Rubin, the company continues to attract investors. CEO Jensen Huang highlights the importance of Nvidia's CUDA platform, which creates a strong economic moat as developers find it challenging to switch once they invest in CUDA. Nvidia, valued at $3.51 trillion, may soon challenge the $4 trillion market cap milestone as it solidifies its leading position in AI.
"CUDA and our full-stack platform are vital. Developers build for CUDA, optimize for it, and it becomes very difficult to switch once you've made the investment."
"Nvidia's wide economic moat stands to get wider as the firm builds upon its software edge as well."
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