Nvidia’s ability to sustain its profit margins is uncertain as major technology companies develop their own chips, an analyst at ING wrote in a report.
According to Jin10, ING’s Jan Frederik Slijkerman said key customers such as Microsoft, Alphabet, and Amazon are developing customized chips to help control AI infrastructure costs and improve capital expenditure efficiency.
He said this could expose Nvidia’s pricing power to tougher competition than in recent years, making it harder for the company to maintain its currently very high margins over the long term, even as it expands into new lines of business.
ING: Nvidia Margins Face Threat From Customers Developing In-House Chips
2026-07-07 11:01:32
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