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NVIDIA

BUY
Score Profile
4.3Current Score
4.5Pre-Tribunal
▼ 0.15Tribunal Delta
85%Confidence
Current
Pre-Tribunal
Entity Profile
Tier
High Conviction
Verticals
semiconductor compute
Catalyst

Expansion of the CUDA software moat into a platform-as-a-service ecosystem

Risk

Hyperscaler cannibalization via custom ASIC development

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