AI Is the Headline. Tools Are the Moat.

NVIDIA is worth roughly five trillion dollars . That number does not come from the GPU. It comes from everything wrapped around the GPU: CUDA, cuDNN, cuBLAS, NCCL, TensorRT, NVLink, the profilers, the drivers, the documentation, and fifteen years of kernels that someone else already optimized so you don’t have to. The chip is the headline. The stack is the reason anyone can ship. This distinction is doing more work in the AI conversation than people realize. A GPU on its own is a strange machine. You have h