Shall I beat him up by asking Deepseek to rebut his article with a 15,000 word rant? Unfortunately, I just got a "the server is busy, try again later".
My immediate take, Nvidia is the sole beneficiary of AI compute power as it made it's CUDA driver, arguably the most powerful closed source engine for AI training and inference. That doesn't include insatiable demand, the newly launched RTX5090 and RTX5080 are already out of stock. Nvidia could have grown faster if not stifled by TSMC's production capacity. There are 2 big trends he missed.
1. Just as we all own multiple cameras around us, think iPhone, iPad, Macbook, CCTV, car cams, etc. AI will evolve from general purpose to application specific just as Intel has lost the plot just as CPUs have been surpassed by GPUs (custom graphics processing silicon), AI capacity will be needed to power Apple Intelligence (that runs in the cloud), robotics, smart homes, autonomous driving, drones, etc. Data centers built around Nvidia's latest and greatest chips will be harnessed for such applications as running these models locally is still challenging. As 5G speeds accelerate, the rise of AI edge computing will be the next battlefield. Even as I write this article, Deepseek is already struggling from Server busy and overload. If Nvidia had been allowed to sell their latest Blackwell chips to Deepseek, it would have excited the market to Nvidia's growth potential.
Already, Stargate AI's $100 billion initiative will keep Nvidia's order books full to 2026 and increased demand from Middle East countries can only keep the money printing machine in high gear.
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