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Nvidia ($NVDA): As Good as it Gets

Pitch The PM

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The GPU Market Landscape and Financial Strategies

This chapter explores the lifespan and obsolescence of GPUs among major cloud service providers, focusing on financial strategies and competitive dynamics. It examines NVIDIA's market position and the impact of AI investments on companies like Microsoft, Amazon, and Google Cloud. Additionally, the chapter discusses the evolving landscape of chip development and the shift towards diversifying reliance from NVIDIA amid increasing competition.

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