Nvidia Is Becoming The Operating System Of AI: 'We Run Everything,' Jensen Says

Core Insights - Nvidia is positioning itself as the foundational platform for AI, moving beyond being just a chip vendor to becoming the operating system of AI [2][6] - The company's architecture is described as the only one capable of running every major AI model, indicating a significant competitive advantage [2][3] - Nvidia's strategy focuses on ecosystem expansion through its CUDA platform, creating a flywheel effect that strengthens its market position [4] Group 1: Market Positioning - Nvidia's platform is now integral to every major AI model, emphasizing its dominance in the AI landscape [2][3] - The company is experiencing increasing customer interest as clients explore alternatives, suggesting strong momentum in demand [6] Group 2: Strategic Focus - Nvidia's investments are aimed at expanding the reach of its ecosystem, positioning its strategic moves as essential for growth rather than financial risk [4] - The company's ubiquity in cloud services and AI models creates a significant competitive moat, as enterprises prefer a single, comprehensive platform [5]