From First-Mover to Fortress: How NVIDIA Defends AI GPU Dominance

This paper examines NVIDIA’s competitive position across value proposition, differentiation, and entry barriers, with emphasis on CUDA-driven network effects and a 90%+ datacenter GPU share. It evaluates sustainability using a VRIO/“sustained advantage” lens, ties it to 2025 financials, and recommends a 25% R&D increase, supply-chain diversification, and continued ecosystem plays (Omniverse/CUDA) to retain dominance and profitability as AMD, Intel, and new AI chip efforts rise.