InvestToRetire
08-28

Nvidia chips will be bought for sure but how much more growth is there remains to be seen. Trump has tariffs and selling to other countries is a challenge unless they want subpar chips like H20 or with 50% efficiency of the Blackwell chips insulting other governments not to mention possibility of backdoors in such chips. Nvidia will have to build such chips separately. Microsoft, Amazon, Meta are buying Nvidia but I understand they are also building their own. China is working on building its own might take a couple of years but they will get there. With 50% tariffs on India they are also getting started on their own chip ambitions. China and India that's roughly two biggest roughly 35% of world's population with two big countries requiring massive data centres to manage and process data having their own chips in a few years. I think Nvidia share might shrink as years go by largely thanks to Trump. My thoughts.

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Comments

  • InvestToRetire
    09-07
    InvestToRetire
    Like I mentioned above in my original post below are two videos where you can see the progress India is making in semiconductor chip design, fabrication and manufacturing. Video links below.


    https://youtu.be/KScjAudalpY?si=n-dO54IOVVJdLTmv


    https://youtu.be/cxXM_3i7coE?si=gpUqkY3Erj3Ylpb9
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