🌟🌟🌟Will
$Advanced Micro Devices(AMD)$ and
$Alibaba(BABA)$ hurt
$NVIDIA(NVDA)$ ?
AMD & Alibaba will pressure pricing. They may take some shares at the edges. They may force NVIDIA to be more innovative.
But AMD & Alibaba do not break Nvidia's ecosystem advantage.
NVIDIA still owns the software stack, the CUDA moat, the network layer, the AI factory blueprint and the end to end platform.
Competitors are building chips. NVIDIA is building AI compute infrastructure. That is the difference.
@Tiger_comments @TigerStars @TigerClub @CaptainTiger @Tiger_SG
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