NVIDIA CEO Jensen Huang defined the company on April 15 as 'input electrons, output Tokens, with NVIDIA in the middle,' highlighting its core positioning as an upgrade from a hardware manufacturer to an 'AI-era Token converter.' Through its GPU and CUDA ecosystem, NVIDIA transforms electronic signals into high-value AI computing results, establishing a difficult-to-replicate technological and ecological barrier. Its business model, built on hardware as the foundation and software and ecosystems as the moat, provides full-stack AI computing solutions, making it a global leader in the AI computing market.
