Stock Breakout (@stock_breakouts)
Jim Cramer says Nvidia still has no real chip competitor
Jim Cramer says he keeps hearing about chips that are supposed to beat Nvidia, but real competition keeps failing to materialize.
The argument is that benchmark claims and product announcements are not the same as shipping at scale with the software, networking and developer ecosystem required to compete.
For $NVDA, the moat is increasingly about the full platform rather than the GPU alone.
The open question is which company, if any, can challenge that stack at scale.