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MW
Moe Whitehead
@investormoe · Sep 10

Have a good weekend, investors. How do you feel about the dependence of tech giants like $MSFT $GOOGL $AMZN on artificial intelligence chips from $NVDA?

These tech giants are progressing in developing their own chips for their data centers with AI deployment. An important example is $MSFT 's recent investment in d-Matrix, a company that designs optimized chips to power generative AI applications. Chips that are designed specifically for the customer's needs have lower power consumption, which is a major factor in data centres as they run 24/7.

This is where I see a big risk for $NVDA, a company that makes "general purpose" chips for AI. $AMZN and $GOOGL are already developing their own chips for their own needs , I think they will not depend on $NVDA chips at all in the future.

This to me is one of the risks Nvidia may run into that may affect future growth.

Προσωπική άποψη μέλους της κοινότητας, όχι επενδυτική σύσταση. Κανόνες κοινότητας

BC
Bill Combs @billcombs Sep 12

It's very possible that the tech companies will make the chips themselves and won't be so dependent on Nvidia.

MW
Moe Whitehead @investormoe Sep 12

That's exactly what I meant to say, only now it's been spoiled by $GOOGL announcing a partnership with $NVDA for the next 10 years.

YE
Yorick Ericson @yorickericson Sep 11

https://www.cnbc.com/2023/09/11/sundar-pichai-says-google-and-nvidia-will-still-be-working-together-10-years-from-now.html

MW
Moe Whitehead @investormoe Sep 11

Thanks for the addition, so $GOOGL is clear for 10 years. 😂😂

AA
Ashraf Aboudar @ashraf_dd Sep 10

As long as $NVDA is American, it's fine :)

MW
Moe Whitehead @investormoe Sep 10

This is more about the cloud tech giants ditching Nvidia altogether and going their own way with chips for their data centers.

WS
Willard Spencer @willardspencer Sep 10

I think these companies have looked up to Apple and are trying to emulate it... it's just going to take a lot of time and the outcome is highly uncertain...

YE
Yorick Ericson @yorickericson Sep 10

But Apple uses ARM licenses to make a living and they have huge buying power with TSMC thanks to the iPhone. It's entirely possible they'll eventually build it up to cloud big tech, but I haven't read anywhere that any of them have come up with their own architecture that isn't covered by someone else's patents.

YE
Yorick Ericson @yorickericson Sep 10

It probably won't be that simple, NVidia probably holds enough patents that it won't be easy to get around. Another question is if those companies are even an interesting customer for TSMC. According to the last call AI chips only make about 6% of their revenue, if every one of those big customers wanted to make a move they might not have such good delivery terms.

MW
Moe Whitehead @investormoe Sep 10

But it will be interesting, I personally think that maybe even $AMZN would be able to push their own chips into production. There it's all about developing chips that they directly need.

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