Why Nvidia shouldn’t sweat AI chip rivals like Amazon and Broadcom

Yahoo Finance01-02

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One strength that Nvidia has is that it offers package deals beyond just the highly touted Blackwell chip, says Arya.Arya noted that a few years ago, tech’s buzzword du jour was 5G . There's no need to “get frazzled over what may or may not happen in technology three years from now in such a dynamically changing market,” he said.To plan alternatives, he continued, it requires looking out at the coming two to three years. “When you are investing in custom chips, th","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVDA":"英伟达","MU":"美光科技","03145":"华夏亚洲高息股","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","2NVD.UK":"2X NVIDIA ETP","NFLX":"奈飞","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","NVIW.SI":"NVDA 3xLongSG261006","AMZN":"亚马逊","QCOM":"高通","NVD2.UK":"2X NVIDIA ETP","BK4587":"ChatGPT概念","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","USAW.SI":"AMZN 3xLongSG261006","NVD3.UK":"LS 3X NVIDIA","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVDS.UK":"LS -1X NVIDIA","BK4543":"AI","SNVD.UK":"LS -1X NVIDIA","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","TSM":"台积电","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU1261432733.SGD":"Fidelity World A-ACC-SGD","INTC":"英特尔","BK4122":"互联网与直销零售","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4551":"寇图资本持仓","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDU":"Direxion Daily NVDA Bull 2X Shares","AVGO":"博通","USJW.SI":"ALPHAB 3xLongSG261006","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","AVGOP":"BROADCOM INC PFD SER A 22","GOOG":"谷歌","MRVL":"迈威尔科技","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","GOOGL":"谷歌A"},"translate_title":"为什么英伟达不应该与亚马逊和博通等人工智能芯片竞争对手竞争","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MRVL":1,"AMZN":1,"AVGO":1,"AVGOP":1,"TSM":1,"MU":1,"NVDA":1,"GOOG":1,"QCOM":0.9,"INTC":0.9,"GOOGL":0.9,"NFLX":0.9,"NVDX":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"USAW.SI":0.6,"USJW.SI":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"03145":0.6},"content_text":"Listen and subscribe to Opening Bid on Apple Podcasts, Spotify, YouTube or wherever you find your favorite podcasts.\nHeavy hitters are clamoring to grab market share from chipmaker and AI wunderkind Nvidia (NVDA), but they're facing an uphill battle.\n“[An Nvidia chip] is not just a chip,” said Bank of America analyst Vivek Arya during a conversation with Yahoo Finance executive editor Brian Sozzi on his Opening Bid podcast (video above; listen below).\n\nArya is viewed as a top semiconductor analyst on Wall Street and has been bullish on Nvidia for a long stretch. One strength that Nvidia has is that it offers package deals beyond just the highly touted Blackwell chip, says Arya.\nRead more: where Wall Street stands on Nvidia in 2025\nArya noted that a few years ago, tech’s buzzword du jour was 5G (in effect, high-speed phone service). There's no need to “get frazzled over what may or may not happen in technology three years from now in such a dynamically changing market,” he said.\nWith giants like Amazon (AMZN) announcing an $8 billion partnership with Anthropic to enter the AI chip space and Google (GOOG) dropping a super computer with an AI chip called Willow, it's evident big tech companies want in on the action.\nSimilarly, Broadcom (AVGO) and Marvell (MRVL) have released advanced custom chips, but, “there is no software expertise, no partner to bring enterprise demand to you,” said Arya. “That is the value add that Nvidia has.”\nAmid that package deal on tech, Nvidia has room to grow. \nThe company expects data center sales will have reached $110 billion in 2024, said Arya. Broadcom and Marvell expect data center sales to reach $12 billion and $700 million for last year, respectively, per Arya. \nFor 2025, Nvidia is expected to grow data center sales to $200 billion while Broadcom should be around $17 billion. Marvell will pull in anywhere from $2 billion to $4 billion, Arya estimates.\n“When you look at Nvidia’s market share of whatever’s going on, it is 80% to 85% in the next 12 to 18 months,” he said.\nRead more: why Blackwell won the 2024 Yahoo Finance Product of the Year award\nOne reason the market favors Nvidia is because “in semiconductors, incumbency scale matters,” said Arya. “Unless the incumbent messes up, it is very hard to dislodge them from a market share perspective because they are the ones who get the first call when there is anything short in the supply chain.”\nFor example, if a company such as Taiwan Semiconductor (TSM) is unable to produce the next generation of chips, or if Hynix (000660.KS) or Micron (MU) don’t have enough memory, “who is going to be their first call,” asked Arya.\n“You have to have alternatives in place because that’s just risk mitigation,” he said. “That is just prudent. No doubt about it.”\nTo plan alternatives, he continued, it requires looking out at the coming two to three years. “When you are investing in custom chips, the advantage you get is the cost advantage,” he said. “You get some more assurance over your own future.”\n“I am amused when people say this chip is better than that chip,” he said. “It’s like saying a sitcom is better than Netflix (NFLX) so I can beat Netflix. That’s not the game anymore.”\nAnd it's a game Nvidia appears poised to continue dominating. \nThree times each week, Yahoo Finance Executive Editor Brian Sozzi fields insight-filled conversations and chats with the biggest names in business and markets on Opening Bid. You can find more episodes on our video hub or watch on your preferred streaming service.\nGrace Williams is a writer for Yahoo Finance.\nClick here for the latest technology news that will impact the stock market\nRead the latest financial and business news from Yahoo Finance","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2500568926"}