@NVIDIA’s fellow tech giants could be the biggest threat to further growth

Nvidia (NVDA) is driving the rapid growth of artificial intelligence technologies. Futurum Chief Market Strategist Cory Johnson explains how tech giants developing their own chips could pose a threat to Nvidia's future growth. Johnson joined Yahoo Finance on May 16, 2024.

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[Capeau]

He forgets that custom made chips are going to be beter at specific tasks... nvidia gpus need to serve many masters.
So custom chips have an afvantage there.

[matt.stevick]

It’s not just the chip design. It’s the entire system and software, partnerships and expertise. The company has less than 30k employees right now. It’s the dream company in a dream situation.

There will be no Pepsi to the Coke in this lifetime when it comes to ai.

[tariqanwer]

It's not going to happen because, to this day, nobody was able to compete with Windows OS, Facebook, YouTube, etc. Not even gaming GPU of Nvidia.

[claypool]

Nvidia dealt with this with gpus for video games for years and no one ever caught up to them

[kimberlycooper]

Designing is one thing, but manufacturing it is a completely different beast. TSMC is the only manufacturer that can produce this level of technology, and they are at capacity. So even if anyone had designs ready to go they would have to somehow get TSMC to give them a manufacturing window. I just don’t see this happening in the short term.

[sparksmcgee]

This is ridiculously. Design has nothing to do with it.
No matter what you design you cant get anyone to fabricate thise chips for about a decade even if you have billions to purchase the production

[sameelshamnad]

A king only last until the throne is taken.

[GhostAssault]

There’s also the whole software ecosystem on top of the chips

[islapp_yewhd]

I’m all in on nvda one main stock ima be watching dumping green into beside etf this has good growth for years to come I truly believe it will change ppl life who ever acts

[mike_valueinv]

The company is real success, but the stock has quite high valuation currently. The issue is the high growth projections that are harder to achieve for the business of this high scale. In addition the competition may emerge as the margins in the industry are quite high.

[kraz]

Only threat for Nvidia is China... And Jensen has the perfect background to navigate that...

[syedarmaghanhassan]

This tells how invimcible at the moment, NVIDIA is, thst everybody in the world is trying to copy what they do, because it is so valuable

[commentguy]

That logo is literally illuminati 3d version..sell your soul guys.. its Only option

[RaviKiran-lxkw]

If it's not cost effective then people will find or create alternatives.. Improvise

[truthislove]

All those competitors are running fully built out different industries. You think they can casually compete with Nvidia the best in the game while also being at the top of their own fields?

[benr]

It's not just the chips Nvidia owns all the interconnect technology

[brianvogelsong]

That’s why most of us are in the Apple ecosystem

[TheItrucker]

Long this stock but they are priced at perfection. I hope they guard their copyright like the life of the company depends on it.

[vidya]

If they don't like, hype the selling price again.

[Sobek]

They are like 5 or 8 generations behind...