The Motley Fool on $NVDA (Oct 28, 2026)
NVDA no longer appears set to win everything in AI as TPUs and custom chips gain attention, so its growth may slow. The speaker still thinks NVDA can sustain its elevated numbers and will be fine unless results fall off a cliff; slower growth is not ideal for shareholders but tolerable.
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it seems like 3 years ago, it seems like Nvidia was going to win everything related to artificial intelligence. Doesn't appear that that's going to be the case, whether that's, you know, something like TPUs, which is getting attention, but also these custom chips.
Lou, if you're an Nvidia shareholder right now, what are you thinking about news like this? I think Nvidia can sustain these elevated numbers that we've seen, but maybe we're not going to see them keep growing the same way.
That's not ideal for a shareholder, but it's fine. I can deal with that. As long as it's not falling off a cliff, I think they'll be fine.
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