Nvidia and the Semiconductor Landscape

This chapter explores the significant influence of hyperscalers on Nvidia's revenue and growth prospects in the AI sector, stressing the 45% contribution from major cloud providers. It also examines TSMC's role in chip manufacturing amid rising demand, and highlights the fast-evolving nature of the semiconductor industry, particularly how it intersects with AI advancements. Furthermore, the chapter addresses increasing competition from players like AMD and tech giants developing their own chips, reshaping the semiconductor supply chain.