Nvidia's market dominance leaves it with 'only one way to go'
Gil Luria, D.A. Davidson head of technology research, joins Market Domination to explain how players like Advanced Micro Devices (AMD), Broadcom (AVGO), and Huawei are positioned to chip away at Nvidia's market share.
To watch more expert insights and analysis on the latest market action, check out more Market Domination here.
You know, Gil, I, I know some colleagues of yours on the street, big fans of AMD, and they say, you know what, Lisa Su and her team, they're gonna, they're gonna narrow that gap with Jensen Wong and his crew over at Nvidia.
I am curious broadly, Gil, how do you see the competitive landscape evolving for Nvidia?
Yeah, so that's the other part of it is that, uh, Nvidia has almost the entire market right now.
The number 2, the distant number 2 is actually Google TPUs.
uh, Broadcom, uh, which, which Broadcom supplies, so in that sense they're also in the mix, but AMD Intel, all those are are really minor players going forward.
We expect the the the custom chips made by Broadcom Marvell and others to have a bigger share of the market.
AMD to start growing from that very small base but very importantly tying to the conversation you started earlier, Huawei.
The more restricted Nvidia is selling into China, the better glide path there is for Huawei to accelerate growth and take bigger and bigger pieces of the market.
So again, Nvidia participating just well the shrinking share because they're starting with the owning the almost the entire market, there's only one way to go from there.
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