NVDA
NVIDIA
-- 128.910 TSLA
Tesla
-- 440.130 MU
Micron Technology
-- 103.900 QUBT
Quantum Computing
-- 25.680 RGTI
Rigetti Computing
-- 10.6900 
What is needed to become the next Nvidia
One of Nvidia's strengths is,
• The wide distribution channels from servers to laptop PCs for GPUs.
• Providing a proprietary development environment for software using GPUs called CUDA, which surrounds users.
There are various aspects, but I think the most significant one was being on good terms with Microsoft.
Ultimately, whether it's services or products, without being on good terms with Microsoft, explosive revenue cannot be expected. (Because the power to deliver products to users is incomparable to other GAFA companies).
In this respect, this company provides services to Microsoft's cloud and seems to be able to collaborate with Microsoft's Software Development environment called Q#.
But the concern is that its distribution channels are narrow.
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