Reported about 2 months ago
Nvidia, a dominant player in artificial intelligence, faces a mixed outlook for the next five years. While its H100 GPU continues to drive sales, the impending release of the Blackwell GPU and rising capital spending from big tech firms are promising. However, growing competition and the potential shift towards in-house chip designs by major customers may pressure Nvidia's pricing and profit margins in the long term, possibly leading to underperformance compared to its peers.
Source: YAHOO