3 ms·
I give NVIDIA about 4 years before M_A_G (-AN) develop their own AI chips. NVIDIA's stock is way overvalued in the long run once their few customers are satiate
by hi-v-rocknroll 2y ago
I give NVIDIA about 4 years before M_A_G (-AN) develop their own AI chips. NVIDIA's stock is way overvalued in the long run once their few customers are satiated and so will eventually tank, and could go under if they over-expand on the basis of a couple of temporary, whale customers. Their only hope is to ship as much as possible and raise prices while customers are panic buying like it's toilet paper during COVID.