1. NVIDIA stock has seen drops over 30% in less than 2 months historically. 2. AI hardware demand is high but increases competition from rivals and clients. 3. U.S. export restrictions may decrease NVIDIA's market share in China significantly. 4. Major companies are developing custom AI chips to lower dependence on NVIDIA. 5. NVIDIA's stock showed significant historical declines during market downturns.
Increased competition and geopolitical issues may threaten NVIDIA's market share and pricing power. The stock has historically experienced sharp declines during market volatility.
The article highlights significant risks facing NVIDIA, impacting investor sentiment. The competition and market threats discussed suggest a likelihood of near-term price adjustments.
Given the current competitive landscape and ongoing geopolitical tensions, NVIDIA could see immediate pressure. Recent competitors' advancements threaten too.