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Reply to "Putting all my money in nvda"
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[quote=Anonymous]I think Nvidia is a pretty safe bet at the moment. They are basically a monopoly with 70% profit margins at the moment on AI hardware. That said, I think most future growth has already been priced in. I don’t think AI chips will go in demand at the individual level but will instead get integrated into larger main processors from Intel and AMD. GPUs can already do AI processing quite effectively but perhaps less efficiently that what Qualcomm and others can put out. Nvidia already has something 95% of the gaming GPU market currently as well with fab costs driving up the costs of GPU production.[/quote]
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