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Can NVDA Still Be a $300 Stock If Nvidia Loses Its Monopoly in AI GPUs?
Yahoo Finance· 2025-10-13 23:58
Hyperscalers, including Alphabet (GOOG) (GOOGL), Meta Platforms (META), Amazon (AMZN), and Microsoft (MSFT), that are ploughing billions of dollars into buying Nvidia chips, are also simultaneously working on custom chips to reduce or eliminate their reliance on Nvidia. Microsoft CTO Kevin Scott recently said that in the long term, the company plans to primarily use its own chips in data centers.Last month, Huawei came up with a three-year roadmap to challenge Nvidia. While Nvidia’s chips have an edge over ...