TechCrunch: Nvidia's AI Moat Now Runs Through Vera CPU, Networking and Storage — Not Just Rubin GPUs

TechCrunch argues Nvidia's competitive edge in AI infrastructure now depends as much on its Vera CPU, networking fabric and storage stack as on the Rubin GPU. Nvidia's VP of storage tells the outlet the Vera platform yields 'upwards of 3x improvement' on key data-movement operations, and the piece frames orchestration at gigawatt scale — not raw FLOPs — as the moat custom-silicon rivals like Broadcom and AWS Trainium have to breach.