Part 6/8:
Conversely, the immediate concerns surrounding established players like Nvidia and Google are stark. Nvidia’s reliance on capital expenditures for AI may come under scrutiny, particularly if the demand for high-end GPUs diminishes in light of more cost-effective AI solutions.
Much uncertainty clouds Google's future as well; while they have established an extensive cloud infrastructure, their dependence on advertising revenue could be jeopardized if AI models begin to take over traditional search functionalities. The shift towards AI-driven interactions may lead to an erosion of Google’s existing market share.