Nvidia’s Big Tech customers might also be its biggest competitive threat
Nvidia’s (NVDA) own Big Tech customers are poised to capture a sizable slice of the AI chip market — a dynamic that could eventually dig into the chipmaker’s profit margins. Tech giants have been making moves to bolster their in-house chipmaking businesses. ChatGPT developer OpenAI (OPAI.PVT) — a big customer of Nvidia’s chips by way…