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This Is the Biggest Threat to Nvidia's Artificial Intelligence (AI) Dominance That Virtually No One Is Talking About

The Motley Fool
Summary
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82% Informative

This Is the Biggest Threat to Nvidia's Artificial Intelligence (AI) Dominance That Virtually No One Is Talking About In This Article: The sky is truly the limit for artificial intelligence.

Nvidia accounted for roughly 98% of the 2.67 million GPUs shipped to data centers in 2022 , as well as 3.85 million in 2023 .

For the three months ended July 28, 2024 , four of Nvidia 's customers -- it doesn't disclose the name of its top customers -- accounted for 46% of its net sales.

The concern for Nvidia is that most of these top customers are developing AI-GPUs for use in their respective data centers.

Internal competition is, by far, the biggest threat to Nvidia 's AI dominance.

VR Score

82

Informative language

80

Neutral language

40

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formal

Language

English

Language complexity

52

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not offensive

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not hateful

Attention-grabbing headline

not detected

Known propaganda techniques

not detected

Time-value

medium-lived

External references

11

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