Subramanyan
11-20

With Strong AI demand, Positive industry projections & Analysts confidence, I do feel that Nvidia has reignited the AI interest. Key would be maintaining the wider sector benefits.  Care also should need to be taken about Competition and saturation,  Valuation and sustainability & finally oncoming Geopolitical risks. Once these are addressed, sky is the limit.

Challenge NVIDIA: Buy Dip of NVDA or AMZN?
Amazon announced a new in-house AI chip, which the company claims is more “cost-effective” than Nvidia’s. Marvell has acquired Celestial AI, betting on “next-generation optical interconnect technology.” Combined with previous developments such as Google’s TPU and Broadcom’s ASIC, multiple companies are now competing to challenge Nvidia’s chip supremacy. How do you view the growing competition against Nvidia? Are you optimistic about Amazon’s AI chip? Would you chase high of Google? Or buy the dip of Nvidia or Amazon? Amazon still lags behind among Mag 7.
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Comments

  • GreenArt
    11-21
    GreenArt
    On geopolitical risks, what is your view of Nvidia setting up OHQ in Taiwan?
    • GreenArtReplySubramanyan: 
      👍🤗
    • SubramanyanReplyGreenArt: 
      There is a 🐈 & 🐁  game between US & Taiwan wrt Nvidia chips. China govt guidance to tech cos discourages purchase of Nvidia's advanced AI chips over domestic processors. But 🇨🇳 relies on imports from Taiwan for  advanced chips from TSMC. In principle NVDA could sell too to 🇨🇳  in the future.
    • GreenArtReplySubramanyan: 
      Yes. Do you think this might create resistance for Chinese to buy Nvidia if they have another choice? Now we see more ASIC type of AI chips coming along the way.  Your view?
    • Subramanyan: 
      IMO Nvidia's OHQ and R&D center in Taiwan is a strategic business decision that reinforces Taiwan's role in the global supply chain & U.S-China tensions.
      Geopolitically this ties it closer to TSMC, which manufactures advanced AI chips.
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