GOLDMAN’S CEO DAVID SOLOMON SAYS A PULLBACK IS COMING Warns equity markets look stretched & a drawdown in...

Jensen Huang said $NVDA helped support names like $CRWV & $NBIS early on because many of today’s AI clouds would not have scaled the same way without that backing.

He said the point was not to pick winners but to help the broader Nvidia ecosystem thrive. https://t.co/f9p5eYlUaR

Jensen Huang basically argued that $GOOGL TPU is a specialized chip while $NVDA owns the broader AI compute stack that developers actually build on.

The real moat is not just the chip but CUDA, programmability and distribution across every major cloud. https://t.co/zaTOSmNIa6