Hachi was right. 85% confidence
Nvidia's AI Chip Dominance Continues
Nvidia's AI chip dominance is confirmed by its exceptional financial performance, with quarterly profits hitting $43 billion on strong AI chip sales, maintaining a significant revenue stream. While the original prediction highlighted a China license as a key enabler, recent reports indicate US export rules are hindering Nvidia's competitiveness in the Chinese market, potentially spurring local competition there.
What would prove this wrong
This would be shown wrong if Nvidia loses its China export license or market share, or if a competitor visibly closes the gap in AI chip market share within six months.