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Bhanu Mayank Jha @bhanumayankjha1 on x XX followers
Created: 2025-07-24 08:13:52 UTC
@NVIDIA: Valued over $4T, selling "shovels to dig the largest goldmines in history" (AI/AGI). Their monopoly on high-end GPUs is clear.
@Apple: Loyal user base, vast ecosystem. Market believes they're "one deal away" from AI success despite past missteps.
@Microsoft: Stellar B2B contracts, near-acquisition of @OpenAI (a game-changer), and a history of strategic acquisitions boosting revenue. Plus, strong soft power via developer community because of tools & open-source funding. But what they miss?
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Related Topics open ai coins ai monopoly $4t $nvda stocks technology microsoft