Nvidia's AI Chip Dilemma

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This chapter examines Nvidia's leading position in the AI chip market, showcasing its significant stock performance and impressive revenue growth. Despite positive analyst sentiment, concerns regarding the sustainability of Nvidia's growth and its dependence on TSMC complicate the narrative. The discussion also addresses competitive pressures from companies like AMD and the potential rise of Chinese chipmakers, indicating a shifting landscape in the AI chip industry.

The American chip designer has become one of the world’s most valuable companies on the back of the AI revolution. But there are some contradictions in Nvidia’s plans for the future. California’s iconic Highway 1 is under threat (10:46). And why Europeans are spurning nudity (20:41).

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