Part 8/10:
As demand continues to soar—potentially simultaneously powering AI systems used by Apple, Google, and other tech giants—chip suppliers face the challenge of meeting massive, concentrated demand through dual sourcing strategies. Nvidia remains the leader, but AMD’s increasing role provides critical leverage in negotiations, encouraging a more competitive and resilient market structure.
Implications for Market Growth and Competition
This evolving landscape signifies a fundamental shift from a Nvidia-centric AI chip market to a more competitive arena where AMD gains strategic importance. The competitive dynamics could foster long-term growth, with Ives projecting NASDAQ values reaching 25,000 or even 30,000 over the next few years.