NVIDIA's Biggest Customers Are Building the Chips That Replace NVIDIA (NVDA down 10% in 2 weeks and down 7% in the last 5 days alone, so cra

Investor summaryBearish

NVIDIA's major customers are developing custom chips to replace its products, contributing to a recent 10% stock drop.

Bear points

NVIDIA's biggest customers are developing their own custom chips to replace NVIDIA's products.
NVDA stock has dropped 10% in two weeks and 7% in the last five days, indicating negative market sentiment.

NVDA半导体AI 资本开支

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