From my view, the chip battle -To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Shyon
12-04 08:36

From my view, the chip battle between Nvidia, Google, and Amazon is heating up, but Nvidia’s CUDA $NVIDIA(NVDA)$ ecosystem still gives it a strong edge. Even so, Google’s TPU $Alphabet(GOOGL)$ and Amazon’s $Amazon.com(AMZN)$ Trainium have scaled enough that they’re clearly pulling some workloads away and putting real pricing pressure on Nvidia.

I also think Amazon’s AI chip progress is still undervalued. With over a million Trainium units deployed and Trainium2 ramping fast, AWS is positioning itself as a major alternative. Combined with Marvell’s photonics move and Broadcom’s ASIC wins, the industry is clearly shifting toward more diversified AI compute.

At $180, I’m not selling Nvidia. The OpenAI noise and the MOU headlines may weaken sentiment, but long-term demand for enterprise AI and inference remains strong. I’d hold NVDA while considering AMZN or MRVL $Marvell Technology(MRVL)$ for broader exposure to the rising players in the AI stack.

@Tiger_comments @TigerStars

# Challenge NVIDIA: Buy Dip of NVDA or AMZN?

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IrmaBurke
·12-04 13:12
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Solid analysis! NVDA's ecosystem is still king, but AMZN's chip ramp is a sleeper. [看涨][666]
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- Shyon:
  Thanks for sharing your insights
  08:39
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icycrystal
·12-04 16:40
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thanks for sharing
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- Shyon:
  Thanks for support hehe
  12-04 18:05
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","winRationPercentage":52.112676,"tradeVolumeEst":0},"themes":[{"themeId":"3c6d802bf334403784917d846657254c","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Challenge NVIDIA: Buy Dip of NVDA or AMZN?","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":3c6d802bf334403784917d846657254c}&rnconfig={\"headerBarHidden\": true}","description":"Amazon announced a new in-house AI chip, which the company claims is more “cost-effective” than Nvidia’s. Marvell has acquired Celestial AI, betting on “next-generation optical interconnect technology.” \nCombined with previous developments such as Google’s TPU and Broadcom’s ASIC, multiple companies are now competing to challenge Nvidia’s chip supremacy. \nHow do you view the growing competition against Nvidia? \nAre you optimistic about Amazon’s AI chip? \nWould you chase high of Google?\nOr buy the dip of Nvidia or Amazon? 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With over a million Trainium units deployed and Trainium2 ramping fast, AWS is positioning itself as a major alternative. Combined with Marvell’s photonics move and Broadcom’s ASIC wins, the industry is clearly shifting toward more diversified AI compute.</p>\n<p>At $180, I’m not selling Nvidia. The OpenAI noise and the MOU headlines may weaken sentiment, but long-term demand for enterprise AI and inference remains strong. I’d hold NVDA while considering AMZN or MRVL <a href=\"https://ttm.financial/S/MRVL\"> $Marvell Technology(MRVL)$ </a> for broader exposure to the rising players in the AI stack.</p>\n<p><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/03bd23f2793e7785d5e40b7cf39f979d\"></t-t></p></body></html>","htmlText":"<html><head></head><body>From my view, the chip battle between Nvidia, Google, and Amazon is heating up, but Nvidia’s CUDA <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>ecosystem still gives it a strong edge. Even so, Google’s TPU <a href=\"https://ttm.financial/S/GOOGL\"> $Alphabet(GOOGL)$ </a> and Amazon’s <a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a>Trainium have scaled enough that they’re clearly pulling some workloads away and putting real pricing pressure on Nvidia.\n<p></p>\n<p>I also think Amazon’s AI chip progress is still undervalued. With over a million Trainium units deployed and Trainium2 ramping fast, AWS is positioning itself as a major alternative. Combined with Marvell’s photonics move and Broadcom’s ASIC wins, the industry is clearly shifting toward more diversified AI compute.</p>\n<p>At $180, I’m not selling Nvidia. The OpenAI noise and the MOU headlines may weaken sentiment, but long-term demand for enterprise AI and inference remains strong. I’d hold NVDA while considering AMZN or MRVL <a href=\"https://ttm.financial/S/MRVL\"> $Marvell Technology(MRVL)$ </a> for broader exposure to the rising players in the AI stack.</p>\n<p><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/03bd23f2793e7785d5e40b7cf39f979d\"></t-t></p></body></html>","text":"From my view, the chip battle between Nvidia, Google, and Amazon is heating up, but Nvidia’s CUDA $NVIDIA(NVDA)$ ecosystem still gives it a strong edge. Even so, Google’s TPU $Alphabet(GOOGL)$ and Amazon’s $Amazon.com(AMZN)$ Trainium have scaled enough that they’re clearly pulling some workloads away and putting real pricing pressure on Nvidia. I also think Amazon’s AI chip progress is still undervalued. With over a million Trainium units deployed and Trainium2 ramping fast, AWS is positioning itself as a major alternative. 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I’d hold NVDA while considering AMZN or MRVL $Marvell Technology(MRVL)$ for broader exposure to the rising players in the AI stack. @Tiger_comments @TigerStars","highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":4,"repostSize":25,"favoriteSize":0,"link":"https://ttm.financial/post/507030745289448","repostId":0,"isVote":1,"tweetType":1,"viewCount":1021,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AMZN","GOOGL","MRVL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":839,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":507098381746704,"commentId":"507098381746704","gmtCreate":1764825124396,"gmtModify":1764866665403,"authorId":9000000000000554,"author":{"id":9000000000000554,"idStr":"9000000000000554","authorId":9000000000000554,"name":"IrmaBurke","avatar":"https://static.tigerbbs.com/a5d8c2eb1c079c85b43879eb951e8684","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":507030745289448,"objectIdStr":"507030745289448","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Solid analysis! NVDA's ecosystem is still king, but AMZN's chip ramp is a sleeper. [看涨][666]","text":"Solid analysis! NVDA's ecosystem is still king, but AMZN's chip ramp is a sleeper. [看涨][666]","html":"Solid analysis! NVDA's ecosystem is still king, but AMZN's chip ramp is a sleeper. [看涨][666]","likeSize":1,"commentSize":1,"subComments":[{"id":507385689871152,"commentId":"507385689871152","gmtCreate":1764895172093,"gmtModify":1764895177853,"authorId":3581734406950755,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"currentWearingBadge":{"badgeId":"1f541396f99840fb977d0ab0ce343c94-1","templateUuid":"1f541396f99840fb977d0ab0ce343c94","name":"Weekly Top Contributor","description":"Contributors with best Editor's Picks every 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