The One AI Risk Nvidia Bulls Keep Pretending Isn't Real
Everyone on Wall Street has the same Nvidia Corp (NASDAQ:NVDA) debate — "how big is AI demand?" — and almost no one is asking the only question that actually matters: how long can Nvidia keep taxing hyperscalers at 70%+ margins before they revolt? Because the real threat to Nvidia isn't a competing GPU. It's Alphabet Inc‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google's TPU — and what it represents: the moment hyperscalers stop outsourcing the most profitable part of AI.Track NVDA stock here.TPUs Aren't Trying To Bea ...