Nvidia essentially has no competitors so far, the competitors are in fact years behind, the moat is deep and wide, it will be the No1 market cap company for a few years down the road probably, if it keeps executing well that is. Apple's all products can easily be replaced.
Nvidia could buy some cloud companies to become AI-cloud vendor too, instead of just selling equipment and chips, that will make it even bigger.
Nvidia could buy some cloud companies to become AI-cloud vendor too, instead of just selling equipment and chips, that will make it even bigger.