Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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Joined April 2024
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I'd be shocked if $NVDA ends up gaining market share in 2027
Especially with $AMD moving from mid-sized clusters to gigawatt-scale deployments
I think AMD could still surprise the market
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Evercore ISI: We expect Nvidia's market share to stabilize at around 80%, if not increase slightly, in 2027 driven by share gains at Anthropic and with the increasing use of open-source models.
$NVDA $AVGO $INTC $AMD $MRVL
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