NVIDIA's Market Dilemma: Growth vs. Sustainability

This chapter explores NVIDIA's impressive market performance driven by AI demand, yet highlights investor caution amidst share price fluctuations. It examines the critical relationship with TSMC, NVIDIA's sole chip manufacturer, as well as the competitive landscape from rivals like AMD and the implications of U.S. sanctions on Chinese tech firms. The discussion encapsulates the challenge of balancing high profit margins with the need for lower prices while innovating in a rapidly evolving semiconductor market.