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 hardware startup.
When Rabii considers Nvidia’s biggest competitive advantage, he doesn’t point to its brilliant engineers, leading technology, or well-established sales channels.
“Where they’re kind of unmatched is in the giant bag of cash they’re sitting on top of,” Rabii said.
Nvidia had more than $80 billion in cash and marketable investments as of April, when it last reported earnings, and generated another $50 billion in operating…
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