Nvidia has trounced rivals when it comes to AI. But could the chip giant be at risk of losing its crown? Yahoo Finance Executive Editor Brian Sozzi asked Bank of America chip analyst Vivek Arya to walk through whether or not Nvidia (NVDA) investors should be afraid of Amazon (AMZN) and Broadcom (AVGO) taking too much of the pie. The short answer? No. The long answer? "When you look at Nvidia's market share, it is 80-85% in the next 12-18 months," he explains. Of course, he cautions that changes are always possible, so staying diligent about your investments is key. For full episodes of Opening Bid, listen on your favorite podcast platform or watch on our website. This post was written by Rachael Lewis-Krisky, producer for Opening Bid. Read More...
Nvidia has trounced rivals when it comes to AI. But could the chip giant be at risk of losing its crown?
Yahoo Finance Executive Editor Brian Sozzi asked Bank of America chip analyst Vivek Arya to walk through whether or not Nvidia (NVDA) investors should be afraid of Amazon (AMZN) and Broadcom (AVGO) taking too much of the pie. The short answer? No.
The long answer? “When you look at Nvidia’s market share, it is 80-85% in the next 12-18 months,” he explains. Of course, he cautions that changes are always possible, so staying diligent about your investments is key.
For full episodes of Opening Bid, listen on your favorite podcast platform or watch on our website.
This post was written by Rachael Lewis-Krisky, producer for Opening Bid.
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