Getting Harder for Nvidia to Compete, Says Seaport’s Goldberg
THE SO WHAT
When public-market analysts say there’s “more that can go wrong than right” for Nvidia, they’re really talking about how fragile the AI capex boom is to any wobble in demand, pricing, or supply. If you’re planning multi-year GPU-heavy bets, bake in scenarios where unit economics improve slower than expected and alternative accelerators gain share faster than your current roadmap assumes.
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