ππ For weeks, the market was filled with doubts about
$NVIDIA(NVDA)$ .Are Nvidia's margins sustainable? Will a cheaper rival chip away at its crown? Is the hardware moat starting to crack?
NVIDIA's response? A USD 12.9 billion buyout of Hugging Face. This triggered an immediate market rally that pushed NVIDIA up to USD 228.69. Nvidia isn't just building the engines anymore. It now owns the highway, the toll booths & the map.
Hugging Face is the beating heart of the open source AI revolution. It is where every developer, startup & mega company goes to share & download AI models.
By absorbing Hugging Face into its ecosystem, NVIDIA has effectively built a fortress around its software stack. The moment a developer loads a model on Hugging Face, it will be flawlessly tuned to run best on NVIDIA's chips.
It shows NVIDIA as a monopoly building concrete walls around its kingdom.
That is why I invest in NVIDIA.
@Tiger_comments @TigerStars
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