The Financial Collapse of 2001 Unwinding Message Board

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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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To: Elroy Jetson who wrote (12850)	7/30/2024 12:52:06 AM
From: elmatador	Read Replies (2) of 13781

Kenya Boy advises Nvidia CEO: What will put a cap on NVIDIA's stock? Competition for data centers' space: Nvidia is about to run headfirst into a data center "real estate" problem writes The Motley Fool's Sean Williams. What should Nvidia's Jensen Huang do now? Pre-sign available space in the planned data centers! The battleground becomes real estate and the electricity that will power them. The conversation becomes "enough chips but no datacenter to deploy them". Nvidia's gear scarcity drove the stock to the Moon. Nvidia is currently unable to fulfill the massive demand for its chips. With AMD and Intel entering the picture, impatient buyers are liable to flock to their considerably less expensive hardware. This means less real estate in high-compute data centers for Nvidia to claim. Compute advantage isn't everything in AI-driven data centers. What remains to be seen is if Nvidia continues to win a monopoly-like share of the "real estate" devoted to GPUs in high-compute data centers. This year marks the first real competition that Nvidia's hardware is going to contend with. Advanced Micro Devices Intel Microsoft, And also the main Nvidia's customers of Meta Platforms, Amazon, and Alphabet are developing AI chips for use in their data centers. Nvidia's Data Center "Real Estate" Is Under Pressure, and It's Only a Matter of Time Before Its Share Price Reflects It https://www.fool.com/investing/2024/07/27/nvidia-data-center-real-estate-is-under-pressure/

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