ING: Nvidia's profit margins are threatened b…

According to Mars Finance, on July 7th, Jan Frederik Slijkerman of ING wrote in a report that Nvidia's ability to maintain profit margins is uncertain as tech giants develop their own chips. He pointed out that major customers such as Microsoft, Alphabet, and Amazon are developing their own custom chips to help control AI infrastructure costs (capital expenditure efficiency). He stated that, therefore, Nvidia's pricing power may face more intense competition than in recent years, making it more difficult for it to maintain its currently extremely high profit margins in the long term, despite the company's expansion into new business lines.

ING: Nvidia's profit margins are threatened by customers developing their own chips.

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