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News  ›  Investing.com

Nvidia: Is the World's Most Valuable Company a Big Risk at Current Valutaions?

Investing.com Logo Investing.com By Luis Flavio Nunes
Nvidia: Is the World's Most Valuable Company a Big Risk at Current Valutaions?

Analysis suggests Nvidia faces significant risks as major tech customers like Microsoft and Amazon develop custom AI chips, potentially eroding Nvidia's dominant market position and high-margin business model.

Insights
GOOG   positive

Strong performance with 41.94% year-to-date return


NVDA   negative

High customer concentration (two customers represent 39% of revenue), emerging competition from customers building custom chips, potential margin compression, and risk of losing market dominance in AI chip computing