This is the opinion of someone in the semiconductor industry
There is a statement that the excitement of AI is a bubble, and NVIDIA's stock price will crash. There are two points,
① Is AI not a bubble and will it continue to grow in the future?
② If the hypothesis in ① above is correct, can NVIDIA maintain its position as king?
You can understand ① by using AI, but there's no doubt about it. Seeing is worth a thousand words, so first try actually logging in and moving your hands.
If ② is also in the semiconductor industry, you can feel NVIDIA's unwavering position. The high functionality of GPUs, the high barriers to entry for the development platforms they are building, and the thickness of the pipes with customers and partners set them apart from competitors Intel and AMD.
My conclusion at this point is that AI is not a bubble, and I believe NVIDIA will continue to be its leader.
Of course, I personally own NVIDIA shares. It is the leading semiconductor company looking forward to the future.
① Is AI not a bubble and will it continue to grow in the future?
② If the hypothesis in ① above is correct, can NVIDIA maintain its position as king?
You can understand ① by using AI, but there's no doubt about it. Seeing is worth a thousand words, so first try actually logging in and moving your hands.
If ② is also in the semiconductor industry, you can feel NVIDIA's unwavering position. The high functionality of GPUs, the high barriers to entry for the development platforms they are building, and the thickness of the pipes with customers and partners set them apart from competitors Intel and AMD.
My conclusion at this point is that AI is not a bubble, and I believe NVIDIA will continue to be its leader.
Of course, I personally own NVIDIA shares. It is the leading semiconductor company looking forward to the future.
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KIMIHIKO OP : The generative AI usage rate of Japanese people is 9%, so it may be difficult to realize, but America is 56% and China is 46%. Of course, there is still room for improvement, but if accuracy increases a little more and security risks drop, I predict that raging adoption will progress in Japan as well. Within 10 years is certain, probably within 5 years at the earliest.
HONDA N-ONE : I wonder why they want to draw conclusions
Once you draw a conclusion, there is a possibility that you will stop thinking afterwards, so it's very dangerous
The important thing is to always listen to the latest information and respond flexibly