Analysis: Nvidia faces the dual threat of multiple giants' self-developed chips and quantum computing

Michael Ashley Schulman, chief investment officer at Running Point Capital, a capital advisory firm, said investors need to be wary of the risk of self-developed chips from Amazon (AMZN. O), Microsoft (MSFT. O) and Meta Platforms (META. O), the tech giants that could bypass NVDA. O and drastically reduce their reliance on its chips. This is a real competitive threat. In addition, there are also disruptive risks of quantum computing. NVIDIA claims that quantum computing will still take 10 to 15 years to mature, but only because they have not yet deployed quantum chips. Other experts in the industry believe that quantum computing could achieve a breakthrough within five to seven years, and its performance may easily exceed NVIDIA's existing technology.