Stuck gold
It’s undeniable that Nvidia has bren a leader in its industry / area of expertise. But if you were to take a step back, you will realise that its recent crazy revenue is a result of others’ innovations, and not their own doing
It’s because of the rise in various AI technologies such as generative AI, many big tech companies are looking for chips, which in turn create a huge demand for Nvidia’s chips and technology.
For companies like Apple, Microsoft etc, they have to constantly be innovative, to come out with new products and services. As for Nvidia, they didn’t have to in the last 1 year. Other companies’ creativity has somehow led to its recent success. Just amazing.
It’s because of the rise in various AI technologies such as generative AI, many big tech companies are looking for chips, which in turn create a huge demand for Nvidia’s chips and technology.
For companies like Apple, Microsoft etc, they have to constantly be innovative, to come out with new products and services. As for Nvidia, they didn’t have to in the last 1 year. Other companies’ creativity has somehow led to its recent success. Just amazing.
Again, I don’t deny the fact that Nvidia is still a great company by itself. But I think we also cannot deny that it has struck gold in this AI craze.
Maybe Nvidia should thank some of these tech giants ![]()
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OceansWave : When there is a demand for a specific product… there will be companies within that industry that is successful… EV used to be in high demand but now it’s over saturated… there will be a time that AI will gradually die down.. but it’s definitely not within this few years..
103970650 : no, nvidia has been ignored for so long. other techs have been fruitful depending on nvidia tech for a long long time. now true tech has been surfaced... nvd deserve it.
102514703 : Yes, if the opponent wants to develop research and development, it requires a lot of time and money. It has more computing power than Nvidia. Even after R&D, it will take time to line up orders for production. Currently, the market's production volume is out of supply
Maniac Fool : Nvidia is monopolizing… is a fact. That is its competitive advantage