is the top investment choice among US semiconductor companies, according to a Credit Suisse report.
In fact, Nvidia's GPUs control 95%-100% of the market for computer training, and no challengers to this lead have ramped up yet, according to the report. Moreover, Nvidia's software will be its"competitive moat" in AI that keeps other companies at bay, Credit Suisse said.
They are in right place at the right time with AI adoption happening on the scale.
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