Nvidia: The Only Threat Is Alphabet (NASDAQ:NVDA)

Core Insights - The article highlights that GPUs are the default hardware for training and deploying large language models, emphasizing the importance of the CUDA software stack in this context [1]. Group 1 - The company mentioned has a significant role in the global market for GPUs, particularly in the AI and machine learning sectors [1]. - The Pragmatic Investor focuses on building diversified portfolios, covering various asset classes including tech, which indicates a strong interest in companies involved in advanced technologies like GPUs [1].