Nvidia dominates the AI hardware market, but The Short Case for Nvidia Stock by Jeffrey Emanuel questions whether that lead is sustainable. While Nvidia benefits from industry-standard GPUs, proprietary software (CUDA), and advanced interconnect technology, several emerging threats could disrupt its dominance.
Competitors like Cerebras and Groq are developing alternative hardware, open-source AI frameworks are reducing reliance on CUDA, and tech giants are designing their own custom chips. Meanwhile, AI efficiency improvements could lessen the demand for Nvidia’s high-end GPUs.
Is Nvidia’s current valuation justified, or is disruption inevitable?
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