Comment by ReptileMan
3 hours ago
I think that NVIDIA is quite risky. I still don't understand what is their moat. There is nothing in their hardware to make them irreplaceable.
3 hours ago
I think that NVIDIA is quite risky. I still don't understand what is their moat. There is nothing in their hardware to make them irreplaceable.
There isn’t in time what will happen is that they will be designed around be it the Chinese or someone else, see Intel another company that will also be designed around will be ASML its just a matter of time.