The Motley Fool on $NVDA (Oct 28, 2026)
As an Nvidia bull, the speaker is not worried about AI-chip competition: every player, including Microsoft, cites supply constraints amid massive compute demand, so as long as that story holds, competition is no big fear — though that will not always be the story.
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If you are a semiconductor investor, as an Nvidia bull, I'm not worried, right? Just because we continue to hear from every single player, even from Microsoft, that supply constraint is the big issue.
We continue to see massive demand for compute. Unfortunately, we don't have the supply. So, as long as that's the story, right, Neil, as long as that's the story, I wouldn't put too much fear in any form of competition right now in the AI space, that's not always going to be a story, but as of now, that's what we're reading.
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