According to Benzinga, on November 12, ARK Invest CEO Cathie Wood warned that Nvidia's five-year annualized returns could halve from 50%+ to 25% if the company's GPU market share declines from its current 83% to 38%. Wood stated this represents a "very conservative scenario" amid increasing competition from Tesla, Broadcom, and Cerebras. Despite acknowledging the competitive threats, she expressed confidence in Nvidia's engineering talent and noted that AI demand from OpenAI and Anthropic will continue to drive market needs.

View Source

Disclaimer: This content is for informational purposes only and does not constitute investment advice or encourage the buying or selling of crypto assets. It is intended to provide information about industry developments and is not directly related to the services offered by Gate TR. Although information obtained from third-party sources has been carefully reviewed, Gate TR assumes no responsibility for any errors or omissions. Crypto assets involve high risks and may experience significant price fluctuations. Before making any investment decisions, you should assess your financial situation and risk tolerance, conduct your own research, and make decisions independently.