KLSE (MYR): YTLPOWR (6742)
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UlarSawa
35,552 posts
Posted by UlarSawa > 2024-04-22 08:31 | Report Abuse
The far bigger concern for Nvidia is that the aforementioned four Magnificent Seven members that account for 40% of its sales -- Microsoft, Meta Platforms, Amazon, and Alphabet -- are all developing AI chips of their own for use in their data centers. A significant percentage of Nvidia's sales may go away if these core customers shift to in-house AI chips. At best, Nvidia will see less in the way of purchases from these four juggernauts.
Another kick in the pants for Nvidia is that U.S. regulators are actively restricting exports of high-powered AI GPUs to the world's No. 2 economy, China. After the first round of restrictions, Nvidia developed toned-down versions of its powerhouse AI GPUs, the A800 and H800, for the Chinese market. However, the newest round of export restrictions affects these models, too