Hypothesisarchived69% confidence
H: Hidden link Nvidia ↔ Model Context Protocol
What the brain wrote
The next Nvidia moat is not just chips but the software/control plane that determines where inference demand lands.
Reasoning
Graph evidence: Nine shared neighbors without a direct link indicate Nvidia is exposed to the same downstream ecosystem as MCP, but currently only through hardware. As workflow orchestration shifts demand, Nvidia will need tighter integration with agent platforms.
How this gets verified
New relationship or article connecting Nvidia and Model Context Protocol