Reported about 7 hours ago
Arm Holdings, which recently went public, has already seen significant growth due to the AI boom. As it specializes in chip architecture for mobile and IoT devices, its position appears less vulnerable to competitive threats than Nvidia's. With major companies developing their own chip designs, Nvidia may lose market share and face pricing pressure, leading to a potential slowdown in growth. The article posits that Arm is a stronger long-term investment compared to Nvidia.
Source: YAHOO