Analyst on the Nvidia share: Nobody can catch up with the market leader technologically

• Nvidia dominates the market for AI chips
• Ivan Feinseth: Nvidia’s technological lead cannot be obtained
• The analyst expects a persistently good demand for Nvidia chips

Since Openaai launched his chatbot Chatgpt in November 2022, there has been a real AI hype. The need to keep up with such applications increases the need for specialized technology in data centers. One of the main professionals of this is Nvidia, because the Nvidia technologies originally developed for graphics cards also prove themselves particularly well for AI applications.

The US group’s chip systems play a key role, especially when training AI models and their operation. Thanks to its technological advantage, the chip designer dominates around 80 percent of the world market for AI high-performance processors and is therefore the undisputed market leader.

Nvidia’s lead unobstructible

According to an analyst, nothing will change so soon. “Nobody will catch up with Nvidia. Every time someone else, be it Huawei, AMD or who presents their latest graphics processor, is already far ahead of Nvidia. They have the Blackwell Ultra, which comes out in the second half of this year. They have a new processor that comes out in the years 26 and 27. Monkey “in conversation with Schwab Network.

Expected continuously strong demand

In January 2025, dark clouds were drawn over Nvidia when the Chinese AI model Deepseek-R1 was released, which is supposed to offer a performance that can compete with products from Openaa or Meta and can run on cheaper, less powerful chips. In view of this, investors’ skepticism grew whether the gigantic investment sums of the large US tech companies for AI infrastructure such as high-performance AI chips and data centers are actually appropriate.

But Feinseth probably sees no threat and continues to expect a strong demand for the high-quality chips from Nvidia: “Remember that all these companies compete with each other on the AI ​​front, and they will not save on the costs because a cost reduction will endanger their management position, position or competitive advantage,” argued the analyst.

Editor finance.net

Selected leverage products on AMD (Advanced Micro Devices)

With knock-outs, speculative investors can participate disproportionately in price movements. Simply select the desired lever and we will show you suitable open-end products on AMD (Advanced Micro Devices)

The lever must be between 2 and 20

Advertising