NVIDIA Deepens Lead in AI and Autonomy

There are some semiconductor companies that I feel are more susceptible to disruption. NVIDIA isn’t one of them. There are numerous reasons why I say this but the main one is focus and R&D. NVIDIA has been the use case I use when talking with the industry when I give a counter example to first party semiconductor initiatives of companies like Google and Amazon. While I fully believe it makes sense for some companies to make some of their semiconductor/data center hardware there are many cases where this isn’t a good idea.

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Ben Bajarin

Ben Bajarin is a Principal Analyst and the head of primary research at Creative Strategies, Inc - An industry analysis, market intelligence and research firm located in Silicon Valley. His primary focus is consumer technology and market trend research and he is responsible for studying over 30 countries. Full Bio