Nvidia's next moat is something chip rivals can't copy: its giant pile of money

Nvidia CEO Jensen Huang. Bloomberg/Getty Images Nvidia is turning its massive cash pile into its next competitive moat. It's using its balance sheet to backstop neoclouds, secure components, and invest in AI startups. Now it's tapping Wall Street money to extend its advantage further. Majestic Labs cofounder Sha Rabii knows what it's like to build AI infrastructure in an industry dominated by Nvidia. Rabii spent years leading custom silicon inside Google and Meta before launching his own AI...