No. 1 in power-driven semiconductors for over 20 years
I don't know 10 years from now, but I think it will grow until 5 years from now.
In the days of custom PC applications, NVIDIA was disliked by imaging chips due to the heat generated inside the housing. The only people who liked to use it were 3D game people. Intel's low power was strong in this era.
Bitcoin came out, and it became known that Nvidia-GPUs, which are power-hungry, can earn more money even if there are more wrong answers than Intel, which has a high correct answer rate. Then, an era of scarcity began.
Right now, the light shines on NVIDIA, saying that the power that can be used for mining can also be used by AI. Incidentally, since the heat generation is amazing, they are not durable and are consumables.
I can't imagine a future where NVIDIA will collapse with only 4 choices: power plateau, power saving models with the same level of power come out, whether revolutionary AI calculation methods will be created and power will become unnecessary, and semiconductors with more power than NVIDIA will come out. But I don't think this will come 5 years from now.
This is what I think. So I'm imagining that it will continue to grow until 5 years from now.
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