Apr. 17 at 11:57 AM
$NVDA narrative check — don’t get trapped in one-sided dominance stories.
Saw the Jensen clip: strong defense of GPU leadership, but traders need to read BETWEEN the lines.
Reality:
AI infra isn’t single-supplier.
$GOOGL → TPUs powering Gemini
$AMZN → Trillium scaling inside AWS
$AMD → gaining traction (don’t ignore
$META aligning + capital flowing)
Even Anthropic = hybrid stack (NVDA + TPUs + custom silicon).
Meanwhile, alternative architectures (Cerebras, etc.) are pulling serious capital + future IPO attention.
Yes, NVDA still dominates TODAY — no debate.
But markets price TOMORROW.
