Competitive AdvantageNVDA's key competitive advantage is its co-design with customers, with an end-to-end platform of CPUs, GPUs, scale-up, scale-out, scale-across, and software – something no others can replicate.
Financial OutlookNVDA has both demand and supply visibility into the $500bn sales outlook in CY25-26 at the minimum, with OpenAI/Anthropic partnerships incremental.
Market ExpansionThe lifting of export controls on NVDA's H200 GPUs to China is seen as an incremental positive development.