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RE: LeoThread 2025-05-30 12:16

in LeoFinance4 months ago

Part 6/9:

Daunting Challenges: The Bear Case for Nvidia

In contrast, substantial risks could hinder Nvidia's performance:

  1. Competitive Landscape: With formidable competitors like AMD and emerging threats from Chinese tech companies, Nvidia faces pressure to maintain its competitive edge in AI technologies.

  2. Infrastructure Limitations: The lack of sufficient power infrastructure to support expansive AI operations could pose significant bottlenecks.

  3. Possible Slowdown in AI Innovation: If the acceleration of AI developments were to wane, the demand for new compute power might stabilize, negatively affecting Nvidia's growth trajectory.