Why Nvidia Isn’t Worried About the Threat From Amazon, Google, and Microsoft
From Nasdaq.: 2024-06-09 06:16:00
Nvidia’s success is attracting competition, including major cloud service providers like Amazon, Google, and Microsoft who are developing their own AI chips. Nvidia CEO Jensen Huang remains unfazed, highlighting three key ways Nvidia differentiates itself: accelerated computing architecture, ubiquitous presence, and building AI factories. While Nvidia has important competitive advantages, some concern about competition is warranted due to its impressive margins. The company’s investments in research and development will likely keep it ahead in the AI chip market, but staying wary of competition is wise.
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