Thompson: Hyperscalers like Google and Amazon are NVIDIA's ultimate competitors
Ben Thompson · What Happens When the AI Boom Runs Out of Money · Invest Like The Best · Aug 18, 2026 · at 1:18:10
Tech analyst Ben Thompson evaluates the long-term competitive threats facing NVIDIA's AI accelerator dominance.
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“Their ultimate competitors are the hyperscalers, particularly Google and Amazon. So Google and Amazon aren't just building their own chips, but they're also looking to sell those chips externally.”
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