Not Broadcom. Not AMD. Nvidia's Biggest Threat Continues to Be Something Near and Dear to Its Heart.
The biggest risk for the backbone of the artificial intelligence (AI) infrastructure build-out comes from within.
Overview
In the mid-to-late 1990s, the internet changed corporate America forever, giving businesses access to new selling and marketing channels. For decades, investors have been waiting, often impatiently, for Wall Street's next "internet moment." The evolution of artificial intelligence (AI) has delivered.
Empowering software and systems to make split-second, autonomous decisions is a multitrillion-dollar global opportunity, and Wall Street's largest public company, Nvidia (NASDAQ:NVDA), is at the heart of it. Nvidia, along with specialty and AI-accelerated chipmakers Broadcom (NASDAQ:AVGO) and Advanced Micro Devices (NASDAQ:AMD), better known as "AMD," are the backbone of enterprise data centers.
Image source: Nvidia.
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Source
Originally published at www.fool.com.
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