Analysis: Nvidia faces dual threats from self-developed chips and quantum computing from multiple giants
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最新报道：According to a report by Bijie.com, Michael Ashley Schulman, chief investment officer of capital advisory firm Running Point Capital, said that investors need to be wary of the risks of self-developed chips by Amazon (AMZN.O), Microsoft (MSFT.O) and Meta Platforms (META.O). These technology giants may bypass Nvidia (NVDA.O) and significantly reduce their dependence on its chips. This is a real competitive threat. In addition, the disruptive risk of quantum computing also exists. Nvidia claims that quantum computing will still take 10 to 15 years to mature, but this is only because they have not yet laid out quantum chips. Other experts in the industry believe that quantum computing may achieve a breakthrough within 5 to 7 years, and its performance may easily surpass Nvidia's existing technology.
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