AI semiconductor market
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 14, 2023 by Alyssa Henry · across every show →
Everything said about AI semiconductor market, oldest first
Dec 14, 2023 bearish
Henry: Nvidia will lose AI chip monopoly as a number two emerges
“I obviously NVIDIA is selling the most GPUs. That's fun. Yeah. That's driving, you know, a lot of AI, but I think there's still room. I don't think it's going to be a monopoly on the area. And you know, I do think there will be a clear number two. And right no…”