Part 6/9:
Daunting Challenges: The Bear Case for Nvidia
In contrast, substantial risks could hinder Nvidia's performance:
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.
Infrastructure Limitations: The lack of sufficient power infrastructure to support expansive AI operations could pose significant bottlenecks.
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.