Full-Stack Inevitability: Every AI Path Leads to NVIDIA

NVIDIA’s investments create a scenario where every path through the AI stack leads to NVIDIA.

Every Path Converges

• Build a foundation model? → Train on NVIDIA GPUs
• Deploy an application? → Run inference on NVIDIA
• Construct a data center? → Fill with NVIDIA hardware
• Build a robot? → Use NVIDIA edge chips (Jetson/Drive)
• Need interconnects? → NVIDIA-backed Ayar Labs
• Need power? → NVIDIA-backed Commonwealth Fusion

The Conclusion

There is no NVIDIA-free path through the AI stack at scale.

Jensen Huang isn’t building a chip company. He’s architecting an empire where NVIDIA is essential infrastructure for the AI age—as fundamental as electricity was for the industrial age.

The question isn’t whether NVIDIA’s investments will generate returns. The question is whether any competitor can build a comparable strategic architecture. So far, no one has.

Read the full analysis on The Business Engineer.