There may be unexpected pitfalls awaiting Nvidia, which continues to experience overwhelming growth.
Posted on September 1st (Sunday) at 7:00 (excerpt).
Nvidia's biggest rival may be GAFAM, the bulk customers who purchase GPUs, and a strong turnaround may be in store.
This is because GPUs are semiconductors developed for gaming and are not inherently suitable for AI processing.
Another significant challenge is the enormous power consumption of data centers with a large number of GPUs.
In other words, it is none other than GAFAM who are conducting research on the development of efficient and energy-efficient proprietary semiconductors specialized for AI.
Above all, it is GAFAM themselves who hope to break the distorted structure of Nvidia's dominance and it is only natural for them to want to internalize it within their own company.
That's why the author believes that excessive expectations for NVIDIA should sound the alarm for investors as well.
This is because GPUs are semiconductors developed for gaming and are not inherently suitable for AI processing.
Another significant challenge is the enormous power consumption of data centers with a large number of GPUs.
In other words, it is none other than GAFAM who are conducting research on the development of efficient and energy-efficient proprietary semiconductors specialized for AI.
Above all, it is GAFAM themselves who hope to break the distorted structure of Nvidia's dominance and it is only natural for them to want to internalize it within their own company.
That's why the author believes that excessive expectations for NVIDIA should sound the alarm for investors as well.
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exera : It is indeed a very natural flow for competitors to emerge. It's a very helpful article that can cool down. I've been troubled by the establishment of the business model for a long time.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")