Brett Schafer's avatar
What are your thoughts on big tech increasingly taking chip design in house?
MT Capital's avatar
@ccm_brett Inevitable and obviously a negative. Assuming accelerator marketshare decreases from approximately 80% to around 60% at decade-end because of hyperscalers doing some hardware creation in-house, there's still substantial opportunity despite the fact. Nvidia is increasingly catering towards to other enterprise clients & should be able to negate the impacts as datacenter product demand becomes more mainstream.