The Long-Term Bull Case for Nvidia, President Trump’s Firing Spree, and a Shipping Shake-Up 8/28/25
The Exchange
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Navigating the Chip Demand Landscape
This chapter examines the relationship between hyperscalers and chip manufacturers, primarily focusing on NVIDIA and AMD. It discusses market dynamics, including demand aggregation, software advantages, and geopolitical complexities affecting sales. The analysis emphasizes the competitive positioning of both companies in the evolving AI infrastructure landscape and the implications for their growth potential.
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