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9min chapter
Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian
The Delphi Podcast
NVIDIA's Competitive Challenges
This chapter examines the evolving competitive landscape for NVIDIA amidst rising customer investments in custom silicon and concerns about diminishing returns. It also explores the implications of strategic pricing by Chinese companies in the AI sector and the influence of open-source models on traditional resource allocation and efficiency.
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Discover
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