Opinions of people in the semiconductor industry
“Did NVIDIA fall due to the entry of other companies?” It's easy to talk about it in a context like that, but since the generative AI market will be 200 billion dollars, 20 times the current one, in 2030, solutions other than GPUs will also be born, and NVIDIA's performance will expand steadily with Blackwell and Rubin.
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かしわもち : At a stage where the size of the market itself has expanded and demand cannot be met, what exactly... is it? That kind of article
182945997 : NB has been in this industry for close to 20 years
Even though it's ahead
Recently, there have been a lot of new entrants
If I had to say it
If an adult adult and a baby fight, the outcome is decided
I don't know which one to go, but for the time being there is no problem