VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Brookfield Infrastructure Partners L.P. vs NVIDIA Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Brookfield Infrastructure Partners L.P.

BIP · New York Stock Exchange

Market cap (USD)
SectorUtilities
CountryBM
Data as of2025-12-31
Moat score
74/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Brookfield Infrastructure Partners L.P.'s moat claims, evidence, and risks.

View BIP analysis

NVIDIA Corporation

NVDA · Nasdaq Stock Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
97/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into NVIDIA Corporation's moat claims, evidence, and risks.

View NVDA analysis

Comparison highlights

  • Moat score gap: NVIDIA Corporation leads (97 / 100 vs 74 / 100 for Brookfield Infrastructure Partners L.P.).
  • Segment focus: Brookfield Infrastructure Partners L.P. has 4 segments; NVIDIA Corporation has 5 segments (88.3% in Data Center).
  • Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Brookfield Infrastructure Partners L.P. has 4 moat types across 3 domains; NVIDIA Corporation has 7 across 3.

Primary market context

Brookfield Infrastructure Partners L.P.

Utilities

Market

Regulated and contracted utility infrastructure (electric transmission, gas pipelines/distribution, metering and residential energy services)

Geography

Global

Customer

Regulators and contracted counterparties; residential and commercial end-users via utility networks

Role

Owner-operator of regulated networks and contracted utility assets

NVIDIA Corporation

Data Center

Market

Data center accelerated computing (AI GPUs, systems, and networking)

Geography

Global

Customer

Hyperscale cloud providers, enterprises, public sector (often via OEMs/ODMs and integrators)

Role

Fabless designer and platform supplier (chips, systems, software)

Revenue share

88.3%

Side-by-side metrics

Brookfield Infrastructure Partners L.P.
NVIDIA Corporation
Ticker / Exchange
BIP - New York Stock Exchange
NVDA - Nasdaq Stock Market
Market cap (USD)
n/a
n/a
Sector
Utilities
Technology
HQ country
BM
US
Primary segment
Utilities
Data Center
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
n/a
78%-85% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
74 / 100
97 / 100
Moat domains
Legal, Demand, Supply
Demand, Network, Supply
Last update
2025-12-31
2025-12-26

Moat coverage

Shared moat types

No overlap yet.

Brookfield Infrastructure Partners L.P. strengths

Concession LicenseLong Term ContractsPhysical Network DensityScale Economies Unit Cost

NVIDIA Corporation strengths

Data Workflow LockinEcosystem ComplementsCapacity MoatOperational ExcellenceDesign In QualificationSuite BundlingResidual / non-core revenue

Segment mix

Brookfield Infrastructure Partners L.P. segments

Full profile >

Utilities

Quasi-Monopoly

n/a

Transport

Oligopoly

n/a

Midstream

Oligopoly

n/a

Data

Oligopoly

n/a

NVIDIA Corporation segments

Full profile >

Data Center

Quasi-Monopoly

88.3%

Gaming

Duopoly

8.7%

Professional Visualization

Oligopoly

1.4%

Automotive

Competitive

1.3%

OEM & Other

Competitive

0.3%

Want the full wide moat stocks list?

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.