- Nvidia’s software is what makes its products so sticky in the white-hot market for AI chips.
- An investor in rival chipmaker Cerebr as says 10% of the market is up for grabs.
- Cerebras is reportedly headed toward IPO at the end of this year.
How wide is Nvidia’s moat? This is the $3 trillion question on the minds of investors these days. At least part of the answer could come in the form of an IPO later this year.