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Google and Intel team up, will Jensen Huang be unable to sleep?
After Google ordered 3 million AI chips.
The market instantly becomes lively.
Some begin to discuss:
Will NVIDIA's throne be shaken?
In my opinion,
Competition has never been a bad thing.
Without competition, innovation tends to stagnate.
With competition, the entire industry can keep upgrading.
Recently, through Gate, I still hold NVDA.
Because even as competition intensifies, AI demand is still growing rapidly.
The cake is getting bigger. #USStockAIConceptStocksRisingAcrossTheBoard
Players are naturally increasing.