전망 요약
While Nvidia remains the industry leader for AI training, it faces increasing competition in the inference market from specialized hardware like Groq.
주요 포인트
- Strong moat established through the CUDA software ecosystem and massive scale in data centers
- Current dominance in AI training is unchallenged, but inference efficiency is becoming a key battleground
- Market remains massive enough for specialized players to coexist alongside Nvidia's general-purpose GPUs
