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ING: Nvidia's Profit Margins Face Threat from Clients' Self-Developed Chips
7 hour ago /
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Author：小编
On July 7, Jan Frederik Slijkerman from ING pointed out in a report that as tech giants like Microsoft, Alphabet, and Amazon develop custom chips in-house to control AI infrastructure costs, Nvidia's ability to maintain high profit margins faces uncertainty. The moves by these major clients may intensify competition for Nvidia in terms of pricing power, making it more difficult for the company to sustain its current extremely high profit margins in the long term, despite Nvidia's efforts to expand into new business lines.
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