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Nvidia Stock Investors Just Got Great News From Amazon and Google

The Motley Fool
Summary
Nutrition label

81% Informative

Nvidia has seen its share price increase nearly 1,000% since the launch of ChatGPT in late 2022 .

Nvidia dominates the market for data center graphics processing units (GPUs) and accounted for 98% of shipments last year .

Amazon Web Services ( AWS ) is the largest public cloud. Google Cloud is simultaneously leaning into its relationship with Nvidia .

Nvidia shareholders have little to fear from custom chips designed by Amazon and Alphabet 's Google .

Instead, Nvidia is well-positioned to maintain its market leadership in AI accelerators.

At the present time, Nvidia shareholders should be wary of custom chips made by Google and Amazon .

The Motley Fool has a market-crushing outperformance against the S&P 500.

VR Score

84

Informative language

85

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18

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formal

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54

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not offensive

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Attention-grabbing headline

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not detected

Time-value

short-lived

External references

10

https://www.fool.com/legal/fool-disclosure-policy/?utm_source=msnrss&utm_medium=feed&utm_campaign=article&referring_guid=5c6e89bb-3e90-48a9-8daa-3aec96ba8ec3https://www.fool.com/terms/c/cpu/?utm_source=msnrss&utm_medium=feed&utm_campaign=article&referring_guid=5c6e89bb-3e90-48a9-8daa-3aec96ba8ec3https://www.fool.com/earnings/call-transcripts/2024/10/31/amazoncom-amzn-q3-2024-earnings-call-transcript/?utm_source=msnrss&utm_medium=feed&utm_campaign=article&referring_guid=5c6e89bb-3e90-48a9-8daa-3aec96ba8ec3https://www.fool.com/terms/v/vertically-integrated/?utm_source=msnrss&utm_medium=feed&utm_campaign=article&referring_guid=5c6e89bb-3e90-48a9-8daa-3aec96ba8ec3https://api.fool.com/infotron/infotrack/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=010771a8-1baf-4569-8a8a-ffb3b7ebec59&url=https%3A%2F%2Fwww.fool.com%2Fmoney%2Fcredit-cards%2Flanding%2Fchase-freedom-unlimited-review%2F%3Fftm_cam%3Dascent-pages%26ftm_veh%3Dtop_incontent_pitch_feed_msn%26ftm_pit%3D16558%26source%3D%26aid%3D&utm_source=msnrss&utm_medium=feed&utm_campaign=article&referring_guid=5c6e89bb-3e90-48a9-8daa-3aec96ba8ec3https://api.fool.com/infotron/infotrack/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=bba4f13d-7967-4862-b58b-1a06def4c764&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-foolcom-sa-bbn-dyn%3Faid%3D8867%26source%3Disaeditxt0010977%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D16616%26ftm_veh%3Darticle_pitch_feed_msn&utm_source=msnrss&utm_medium=feed&utm_campaign=article&referring_guid=5c6e89bb-3e90-48a9-8daa-3aec96ba8ec3https://www.fool.com/terms/g/gpu/?utm_source=msnrss&utm_medium=feed&utm_campaign=article&referring_guid=5c6e89bb-3e90-48a9-8daa-3aec96ba8ec3https://api.fool.com/infotron/infotrack/click?apikey=35527423-a535-4519-a07f-20014582e03e&impression=bba4f13d-7967-4862-b58b-1a06def4c764&url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-foolcom-sa-bbn-dyn%3Faid%3D8867%26source%3Disaeditxt0010977%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_msn%26ftm_pit%3D16616&utm_source=msnrss&utm_medium=feed&utm_campaign=article&referring_guid=5c6e89bb-3e90-48a9-8daa-3aec96ba8ec3https://www.fool.com/terms/a/artificial-intelligence/?utm_source=msnrss&utm_medium=feed&utm_campaign=article&referring_guid=5c6e89bb-3e90-48a9-8daa-3aec96ba8ec3https://www.fool.com/author/20339/?utm_source=msnrss&utm_medium=feed&utm_campaign=article&referring_guid=5c6e89bb-3e90-48a9-8daa-3aec96ba8ec3

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