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The main threat to Nvidia is the fact that big clients might start producing their own chips (like Apple is doing and MSFT has started). And they will start off
by chucke1992 2y ago
The main threat to Nvidia is the fact that big clients might start producing their own chips (like Apple is doing and MSFT has started). And they will start offering them to their users who is now leveraging Nvidia's solutions.
And AMD and Intel might wake up from coma too.
Though Nvidia is trying to pivot towards more cloud and software solutions. Let's see.
- Sohcahtoa82 2y ago> The main threat to Nvidia is the fact that big clients might start producing their own chips (like Apple is doing and MSFT has started). What shovels are Apple and MSFT buying to make their own chips? I mean, who is making Apple's and MSFT's AI chips? I'd buy their stock.
- chucke1992 2y agoApple is using TMSC and MSFT is building fabs with Intel (not sure if they are using TMSC).