The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Nvidia's Competitive Advantage

Intel's problems really go back. Intel completely missed the vote on mobile computing technology, logic chips, digital logic chips. They completely missed the smartphone market. Nvidia has been working on these things now for decades. And they're way, way far ahead, both AMD, AMD has GPUs, and they're also far ahead Intel technologically on theseGPUs. For Nvidia, I think at this point, it's pretty strong. It might be dedicated to a business or maybe a specific segment within that business.

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