Row 62878

Row ID: 62878 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 62878 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

IMO, the biggest risk NVDA has is their customers are a relatively small number of big tech companies. With those types of margins big tech has the money, and often already have the talent, to build their own chips. Obviously that takes time, but you know it's happening.

Additionally, it'll only take one of the big buyers say 'hey we're slowing our AI growth b/c the ROI isn't as high as we thought'. That ripple will not only cut NVDA 20%+, but a large part of the market.

FieldValue
text IMO, the biggest risk NVDA has is their customers are a relatively small number of big tech companies. With those types of margins big tech has the money, and often already have the talent, to build their own chips. Obviously that takes time, but you know it's happening. Additionally, it'll only take one of the big buyers say 'hey we're slowing our AI growth b/c the ROI isn't as high as we thought'. That ripple will not only cut NVDA 20%+, but a large part of the market.
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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Raw Record

{
  "text": "IMO, the biggest risk NVDA has is their customers are a relatively small number of big tech companies. With those types of margins big tech has the money, and often already have the talent, to build their own chips. Obviously that takes time, but you know it's happening.\n\nAdditionally, it'll only take one of the big buyers say 'hey we're slowing our AI growth b/c the ROI isn't as high as we thought'. That ripple will not only cut NVDA 20%+, but a large part of the market.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-23",
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}
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