I believe big companies will have 1-2 alternative sources so other chip companies like amd and broadcom still have some rooms. Those mid and lower tier companies with smaller budget may also opt for non Nvidia solutions so the market is still profitable for other chip providers.
AMD on the Move: Still a Buy for Those Who Missed Nvidia?
AMD stock jumps 6% as it will restart M1308 sales to China after US review.
Broadcom stock records new high as it takes on Nvidia with its new Tomahawk Ultra chip;
Chip stocks is enjoying a good rally, leading by Nvidia boom.
If you missed Nvidia, which stocks would you pick?
Among AI, auto, and chips in China, which companies are you most bullish on?
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