$NVIDIA (NVDA.US)$ ofcontentionsIt is $Intel (INTC.US)$ and,customersof $Meta Platforms (META.US)$ or Google (parent company $Alphabet-A (GOOGL.US)$ ) isWe are all strengthening the development of new AI semiconductorsI'm doing it. Disgusted by it,NVIDIA's stock price temporarily fell nearly 5% on 4/9I did it. It was warned that the movements of each company would pose a threat to NVIDIA. After 4/10, NVIDIA stocks rebounded due to a bullish outlook from analysts, but trading volume has not increased, and it seems that concerns about each company's strengthening of new AI semiconductors have not completely disappeared.
This time,How much of a threat will the actions of each company pose to NVIDIAI would like to consider it based on the challenge results of AMD, which is more competitive than Intel.
NVIDIA's competitors and customers strengthen new AI semiconductors
・April 9:Intel launches new AI semiconductors“G...