(https://www.marketwatch.com/story/nvidia-just-made-a-3-5-billion-move-that-could-expand-its-ai-empire-25529ffa?mod=mw_rss_topstories) that most investors are reading as defensive — 'they're worried about losing chip market share.' Wrong. The MediaTek partnership is offensive. Nvidia is basically saying: we're moving upstack, letting you use our software layer even if you manufacture your own silicon. That's the moat.

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