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What if AI is underhyped?

Stray Reflections

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Impact of Market Share Trends on NVIDIA and Similar Cases

Market share of NVIDIA is expected to decline in the future, similar to the trend observed in Tesla's EV market share and Apple's share in smartphones. However, Tesla and Apple have maintained a significant market share and profitability. Meanwhile, NVIDIA chips are dominantly used for AI, being utilized 19 times more than all other chips combined.

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