NVIDIA's AI is fully deployed.
On the eve of the opening of CES, Nvidia founder and CEO Jensen Huang stormed through Las Vegas with an AI revolution. The launch and release of a series of groundbreaking products showcased Nvidia's dominant position in the chip industry, particularly in the GPU sector. From the surface, Nvidia's "fortress" appears unassailable, with a commanding lead in the GPU market. However, in less prominent areas, Huang Renxin faces challenges such as ASIC competition and Blackwell series delivery. In particular, Broadcom, Marvell, and other "anti-Nvidia alliance" members are poised to catch up or even surpass Nvidia in the ASIC field. Of course, Huang Renxin is aware of this, and Nvidia is preparing a "counterattack" by increasing its investment and layout in the ASIC field. In 2025, how will the competition pattern of chips change under the AI tide? Will Nvidia's market position be shaken? The global technology circle is eagerly awaiting the answer.