> 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 App

> 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.