πππThe dominance of Nvidia
$NVIDIA(NVDA)$ in the AI market is facing its most credible threat yet as tech giants
$Amazon.com(AMZN)$ $Alphabet(GOOG)$ & Marvell push forward with their own custom chip solutions. This is driven by a desire for cost savings, greater efficiency & a reduced reliance on a single supplier.
Is Nvidia still a Buy at USD 180?
I believe it is a great buy because:
Nvidia's proprietary CUDA software platform remains the industry standard for AI developers, creating a powerful ecosystem that competitors have struggled to replace.
Nvidia has recently reported robust growth numbers, with demand for its data center GPUs continuing to exceed supply.
CEO Jensen Huang said Blackwell sales are off the charts and cloud GPUs are sold out.
I still believe in Nvidia's long term growth. The AI revolution is set to take off & Nvidia remains the best positioned player to lead it.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
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