$NVDA’s Real Moat Goes Beyond GPUs
AI can't run without 3 things: compute, memory, energy.
One stock sits at the center of all 3:
Its actually $NVIDIA(NVDA)$ and 3 reasons here:
1. Compute — it is the compute.
When the world says "AI compute," it means NVIDIA.
GPUs are the industry standard for training and inference, with an estimated 80–90%+ share of AI accelerators.
Everyone else is building around their stack (CUDA, NVLink, the rack).
2. Memory — $NVDA is why HBM is a bottleneck.
They don't fab a single DRAM die, yet every HBM stack $SK hynix(SKHY)$ $Micron Technology(MU)$ and Samsung can produce is effectively pre-sold to feed their roadmap.
$NVDA doesn't supply the memory it sets the demand curve the whole memory supercycle runs on.
3. Energy — the power buildout is sized around their racks.
Nuclear restarts, gas turbines, grid expansion the entire energy thesis exists to plug in datacenters full of their chips.
Jensen literally frames $NVDA as a "performance-per-watt" story. Whoever owns the compute decides how much energy the world has to build.
$NVDA P/E right now is low meaning its super cheap right now.
This is easily going to $300+
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