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On February 28th, ARK Investment, helmed by Wall Street’s renowned fund manager known as "Woodsister," projected that custom chips will constitute more than one-third of the computing power market share post-2030, posing a significant competitive threat to Nvidia. Frank Downing, the head of internet research at ARK Investment, commented on the X platform that Nvidia's acquisition of Groq has begun to blur industry lines, predicting that by 2030, custom (non-GPU) chips will account for over one-third of the market. He also highlighted Amazon as an emerging force, noting that by 2030, application-specific integrated circuits (ASICs) will gain market traction alongside GPUs. "Woodsister" reshared Downing’s post, adding, "Nvidia’s competitors are on the horizon."
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