If Nvidia disappeared tomorrow-To The Moon - Tiger Brokers Online Investing Community - To The Moon

If Nvidia disappeared tomorrow, Google would be fine. The same can’t be said for others. Google’s built its own parallel universe to Nvidia’s hardware stack.

That said, I’m not saying Nvidia is obsolete or in danger. Nvidia is still very much in the AI race, and Google won’t stop buying its chips.

Why? Because Google Cloud needs to capture market share. Clients still want torent Nvidia chips for AI compute. If Google Cloud only offered TPUs, clients would leave for AWS or Azure. Google isn’t going to let that happen.

Nvidia’s dominance isn’t going anywhere soon. Companies still want Nvidia chips because they’re still the most powerful AI chips on Earth. Google’s TPUs are designed for cost-efficiency, not raw power. Depending on the task—if you need the absolute fastest training time possible—Nvidia GPUs remain the leader.

Given how rosy investors are on Alphabet now, I think they’ve overreacted. Alphabet at $300 is overvalued—not a price I’d entertain. Nvidia, on the other hand, looks more reasonable after the drop. I won’t say undervalued unless it drops another 10%, but it’s not expensive now.

Which 2026 Prediction Do You Think Is Most Likely to Fail?

Morgan Stanley recently released its 2026 outlook. Policy support and strong corporate earnings are expected to continue. Risk assets are set to lead, driven by micro factors (AI-related capex), a supportive policy mix (fiscal, monetary, and deregulation), and U.S. economic resilience. The U.S. remains the primary driver of global growth and market returns, What is your view on the predictions for 2026? Which do you think is most likely to come true, and which is most likely to fail?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Risk assets are set to lead, driven by micro factors (AI-related capex), a supportive policy mix (fiscal, monetary, and deregulation), and U.S. economic resilience. The U.S. remains the primary driver of global growth and market returns,\nWhat is your view on the predictions for 2026? \nWhich do you think is most likely to come true, and which is most likely to fail?","image":"https://community-static.tradeup.com/news/60487ca5b209263315a9df877730246c"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>If Nvidia disappeared tomorrow, Google would be fine. The same can’t be said for others. Google’s built its own parallel universe to Nvidia’s hardware stack.</p>\n<p>That said, I’m not saying Nvidia is obsolete or in danger. Nvidia is still very much in the AI race, and Google won’t stop buying its chips.</p>\n<p>Why? Because Google Cloud needs to capture market share. Clients still want torent Nvidia chips for AI compute. 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Google’s built its own parallel universe to Nvidia’s hardware stack.</p>\n<p>That said, I’m not saying Nvidia is obsolete or in danger. Nvidia is still very much in the AI race, and Google won’t stop buying its chips.</p>\n<p>Why? Because Google Cloud needs to capture market share. Clients still want torent Nvidia chips for AI compute. If Google Cloud only offered TPUs, clients would leave for AWS or Azure. Google isn’t going to let that happen.</p>\n<p>Nvidia’s dominance isn’t going anywhere soon. Companies still want Nvidia chips because they’re still the most powerful AI chips on Earth. Google’s TPUs are designed for cost-efficiency, not raw power. Depending on the task—if you need the absolute fastest training time possible—Nvidia GPUs remain the leader.</p>\n<p>Given how rosy investors are on Alphabet now, I think they’ve overreacted. Alphabet at $300 is overvalued—not a price I’d entertain. Nvidia, on the other hand, looks more reasonable after the drop. 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