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ING Group: Nvidia's profit margins face threat from customers' self-developed chips

MeNews
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ME AI News, Jan Frederik Slijkerman of ING Group wrote in a report that there is uncertainty regarding NVIDIA's ability to maintain profit margins as tech giants develop their own chips. He pointed out that major customers such as Microsoft, Alphabet, and Amazon are developing their own custom chips to help control AI infrastructure costs (capital expenditure efficiency). He stated that as a result, NVIDIA's pricing power may face more intense competition than in recent years, making it harder to sustain its currently extremely high profit margins in the long term, even though the company is expanding into new business lines. (Source: BlockBeats)
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