Henry: Nvidia will lose AI chip monopoly as a number two emerges
Alyssa Henry · No Priors Ep. 44 | With Former Square CEO Alyssa Henry · Dec 14, 2023 · at 29:20
Alyssa Henry, former Square CEO and Intel board member, discusses market structure in the semiconductor industry and future competition against Nvidia.
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“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 now there's opportunities like for, you know, different companies that are, that I think are running towards it and trying to trying to take that position and, Perhaps overtime challenge number one.”
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