$NVIDIA Corp(NVDA)$
Also Anthropic with the number one LLM right now also doesn’t use NVDA chips, they use Google’s.
Meta and Microsoft are copying google in that they’re making their own chips to ditch nvidia as well.
So even if the AI bubble doesn’t pop, nvidias position is not very solid. (but also lol if bubble pops nvidia is gonna be hurt the most)
Rowan Atkinson GIF
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