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These 15 Words From Amazon’s Andy Jassy May Eliminate Nvidia’s Biggest Risk

Investors often worry about competition in the chip market.

These 15 Words From Amazon’s Andy Jassy May Eliminate Nvidia’s Biggest Risk

Published September 19, 2026 · Category: Finance

Overview

Nvidia (NASDAQ:NVDA) has constructed an artificial intelligence (AI) empire over the past few years. The company sells the world's most powerful AI chips, known as graphics processing units (GPUs), and an entire portfolio of related tools that are generating triple-digit growth and record levels of revenue.

Investors have piled into Nvidia stock to gain access to this incredible growth story, and so far, they've scored a major win. The stock has soared about 800% over the past five years. But, in recent times, investors have worried about one particular challenge: competition. Though Nvidia remains in the lead, a number of companies also sell AI chips -- and these products are becoming more powerful with each update.

Details

These players include chip companies like Advanced Micro Devices as well as broader tech giants like Amazon (NASDAQ:AMZN). All of this has prompted some investors to pause before getting in on Nvidia stock at this stage of the AI story. Nvidia stock has climbed about 14% this year, which isn't a big leap for this stock.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.