Nvidia: The Only Threat Is Alphabet

Core Insights - The article highlights the dominance of GPUs in training and deploying large language models, emphasizing the importance of the CUDA software stack in enhancing their functionality [1]. Company and Industry Summary - GPUs are identified as the default hardware for large language model applications, indicating a strong market position for companies producing these components [1]. - The integration of CUDA software with GPUs is noted as a significant factor that contributes to their effectiveness in machine learning and AI applications [1].