Where is the missing # AI money?1,4 T$ spent, a total of 650B$ revenues, NVIDIA alone +253B$. But where the f**** is the rest? There's roughly 800B$ missing. Ye
Nvidia's dominant position in the AI chip market is facing increasing competition and scrutiny. While the company's valuation has soared due to its AI dominance, emerging threats include Huawei, Google's TPUs, and various chip startups. Apple is reportedly planning to run advanced AI models on Nvidia GPUs via Google Cloud, signaling potential shifts in infrastructure strategies. Industry analysts are also predicting that other semiconductor stocks may outperform Nvidia in the coming years. AI
IMPACT Nvidia's market position is central to AI infrastructure, and competitive pressures could influence hardware availability and pricing.