Nvidia the next monopoly? Intel throwing the Hail Mary?

theCUBE Pod with John Furrier & Dave Vellante
In this week's episode of theCUBE Pod, John Furrier and Dave Vellante discuss Nvidia latest earnings, their massive market share and Intel's strategy for regaining its slice of the pie. Despite a seemingly quiet week, the excitement surrounding Nvidia's astronomical performance dominates the discussion.
From record-breaking revenues and profits to a 77% gross margin, Nvidia's strategic brilliance and technological innovation in AI have positioned them as a dominant force in the market. Furrier and Vellante explore various facets of Nvidia's journey, from the company’s historic CUDA software architecture to their current chiplet approach, and delves into the implications for competitors like Intel.
With insights into the competitive landscape, market perspectives and long-term growth projections, the episode offers a comprehensive analysis of Nvidia's unparalleled success and its implications for the future of AI technology.