NVIDIA at the Crossroads: Growth, Challenges, and Competition

This chapter explores NVIDIA's remarkable rise in the AI chip market and the challenges it faces amidst increasing competition. It delves into the complexities of NVIDIA's relationship with its key supplier TSMC and examines the implications of high chip prices on its growth strategy. Additionally, the chapter highlights the competitive landscape, including pressures from tech giants and emerging rivals, questioning the sustainability of NVIDIA's dominance in a rapidly evolving industry.