Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
Join 14,000+ readers:
加入 April 2024
336 正在关注 46.4K 粉丝
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
显示更多
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
显示更多
