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markus
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NVDA
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over 1 year ago
Nvidia: A Powerhouse in AI and Semiconductor Innovation
Nvidia is a great company, always at the forefront of technical innovation. Inventor of GPUs, the core of gaming and crypto mining. Also, it's diversification into robotics, automotive and data centers is compelling from an investor's perspective. However, new (mostly China based) competitors are just around the corner, DeepSeek and Huawei, to name just two of them. They can offer cheaper chips with comparable speed and functionality. Likewise, Trump's tariff policy can impact Nvidia's business opportunities. Besides, US-based competitors are Amazon, Google (Alphabet), AMD and Intel, to name just the most prominent ones. This means, investors need to be careful about Nvidia.
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