CEO and principal analyst of Creative Strategies, brought on as the bull in a Nvidia bull/bear debate.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Nvidia's exponentially growing installed base of GPUs and CUDA software ecosystem create a self-reinforcing advantage for training ever-larger models (10T to 20T parameters), and Nvidia will soon fragment its product line to offer inference-specific chips that leverage the same developer lock-in.
AMD now has competitive silicon and will deliver competitive rack-scale systems by 2027, becoming fully competitive with Nvidia in the AI accelerator market.
Google's TPU architecture makes a compelling case as a superior chip for large classes of AI workloads, representing credible internal competition to Nvidia from a hyperscaler customer.