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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 y...
2025-07-09 20:41:08
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