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Nvidia is no longer just selling faster chips. What’s changing is where it sits in the AI stack and how much control it’s starting to exert over inference, software, and infrastructure. That shift matters for investors looking beyond the next quarter. In this piece, we focus on what Nvidia’s recent moves signal for 2026, the risks that still matter, and what would change our view over the next 12–24 months. This isn’t about hype or headlines. It’s about durability. You can read the full article here: https://northtechcapital.com/is-nvidia-quietly-tightening-its-grip-on-ai-in-2026/ David Thomas North Tech Capital For information only. Not investment advice. Capital at risk. |
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