NVIDIA's Competitive Moat -- Why 86% Market Share Is Not an Accident

NVIDIA holds an estimated 86% of the AI GPU market, but competitors like AMD, Intel, and custom silicon from Google and Amazon are pushing hard. This module breaks down NVIDIA's competitive positioning, the CUDA ecosystem moat, the full-stack strategy, and how the company maintains dominance against well-funded challengers. Candidates who understand this landscape can answer "Why NVIDIA over competitors?" with genuine strategic insight.