Every Company Is Now Chasing Nvidia

David Carbutt November 24, 2025
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David Carbutt

@davidcarbutt

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David Carbutt Reacts

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Book a call with me to grow your business with YouTube - https://calendly.com/ikostiy03/dc If you’re trying to make sense of AI, this is a complete breakdown of the entire industry. I built the course I wish I had when I started - https://ailcourse.replit.app/?channel=d I generated 45M views + helped businesses generate $100k's from YouTube in 2024 Follow me on twitter - https://twitter.com/DavidCarbutt_ Contact me here for business or sponsorships opportunities - [email protected] This accountant saved me a fortune. If you're in the UK, book a call with Ben for accounting or bookkeeping. https://calendly.com/donnellanbouchier/20mins Want to join a private stocks group? Click here -https://www.fejeremy.com/2024-app-pltrbtszd 📖 Recommended Palantir Substacks Arny Trezzi - https://arnytrezzi.substack.com/ Either Square - https://eithersquare.substack.com/ Nvidia has become the core infrastructure powering the global AI boom, and the next 12 to 18 months will determine which organizations stay competitive as they commit to this ecosystem. This video explains why governments, tech giants, research labs, robotics companies, and cloud providers are aligning their strategies around Nvidia’s roadmap. Viewers gain a clear understanding of the structural lock-in, explosive demand, and long-term commitments behind Nvidia’s dominance in AI. • Why Nvidia became the default platform for AI development • How ecosystem lock-in, reliability, and tooling create massive switching costs • Why demand, backlogs, and multi-year commitments keep accelerating • How cloud providers, robotics companies, and enterprises rely on Nvidia’s roadmap • Why institutional investors still treat Nvidia as a foundational long-term asset The video explores Nvidia’s role as the primary platform used by OpenAI, Anthropic, autonomous systems developers, and cloud hyperscalers, along with its dominance across training, inference, simulation, and edge compute. It covers the compounding dynamics of NVIDIA’s software stack, developer tooling, GPU infrastructure, and multi-generation backlogs that continue to outperform industry forecasts. The discussion examines how robotics, industrial automation, data centers, and institutional investors all reinforce Nvidia’s position as the technological ceiling for AI development. This keyword-rich walkthrough provides insight into why the AI economy is synchronizing around Nvidia and why competitors struggle to match its end-to-end ecosystem. Subscribe for more AI market breakdowns and watch next for deeper industry insights. #Nvidia #AIBoom #JensenHuang #AIInfrastructure #GPU #AICompute #CloudAI #RoboticsAI #InstitutionalInvesting #AIEcosystem #AI

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