NVIDIA data center revenue just hit $25 billion in a quarter. Yes, $25 billion. And they are making the rest of the semiconductor industry look like a side hustle. But $25 billion is both impressive and unsustainable. NVIDIA has been growing so fast that every quarter, they are expected to grow even faster than the last. Eventually that math catches up. Good news for NVIDIA: their competitive moat is wide. CUDA is the real advantage. Hardware chips will always be copied. Software ecosystems take years to build and decades to replace. But NVIDIA dominance is creating competitive pressure. AMD, Intel, Google, and others will keep trying alternatives. The long-term trend is toward commoditized AI compute. That is inevitable. Whether NVIDIA can stay ahead is the real question.
AlphaFold Just Solved a 50-Year-Old Biology Problem
