Nvidia is on top of the world, but its rivals are gaining steam
$Intel(INTC.US$ $NVIDIA(NVDA.US$ $Advanced Micro Devices(AMD.US$ $Apple(AAPL.US$ The only constant is change. Everyone is king of the hill for awhile until they’re not. Think WordPerfect, Lotus 123, debase III, IBM PC, Microsoft- Intel duopoly. The rate of change is breathtaking. NVIDIA won’t fade away but will eventually have peer rivals. And don’t think the Apple chips are a niche market. A new paradigm shift is occurring with everyone planning to follow Apples lead to make custom high powered ARM chips of their own.
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