Nvidia’s competitive landscape is indeed heating up, with AMD, Intel, and even tech giants like Google and Amazon developing their own AI chips.
While this poses a challenge, Nvidia’s Blackwell and Rubin architectures, along with its AI infrastructure advancements, still give it a significant edge in the AI and high-performance computing space.
That said, the stock’s recent dip reflects broader concerns about market saturation, tariff impacts, and overspending on AI infrastructure.
For long-term holders, Nvidia’s innovation pipeline and strategic partnerships—like the one with General Motors—could still drive recovery.
However, short-term volatility might persist as the market digests these competitive pressures.
What’s your strategy HuJ—are you holding for the long term or considering a pivot? 🤔📊
