Part 7/8:
Ostojic also delved into Nvidia's performance in the market, which had recently stagnated despite the company's impressive growth in profitability. He noted that the company faces supply constraints, hinting at an underlying demand that remains unfulfilled. Ostojic expressed his bullish outlook on Nvidia's potential and the increasing investment landscape, cautioning against assuming Nvidia would dominate the entire market.
He pointed out that new entrants in the sector, such as D-Matrix, which he is affiliated with, are emerging to create more energy-efficient and high-performance AI solutions. This growing competitive landscape is critical for fostering innovation, enhancing efficiency, and expanding capabilities across the industry as a whole.