Partner at Altimeter Capital, a technology-focused investment firm, where he invests across public and private growth companies.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Contrary to expectations of dramatic share loss to custom ASICs, Nvidia has maintained or even gained share on revenue, gigawatt and unit terms; the world is consuming more Nvidia, not less, as it keeps out-executing competitors.
The old binary of Broadcom ASICs versus Nvidia is giving way to a more nuanced view where accelerators get increasingly custom to specific workloads; Broadcom (with TPUs) remains a key player but Nvidia has cemented itself as the predominant general compute provider.