He noted that the company’s success could be temporary, especially if rivals such as AMD and ARM start offering high-quality chips at lower prices.
Che compared the current AI boom to the 19th century gold rush, and stressed that the boom could fizzle out if AI revenues fail to meet expectations.
NVIDIA has become one of the most valuable companies thanks to record sales of its data center GPUs, but the cost of training new AI models is rising.
Some analysts, such as Anthropic’s Dario Amodei, predict costs could reach $100 billion as soon as 2025, raising concerns at Goldman Sachs.
Chae Tae-won emphasized that if AI fails to meet expectations, investment in specialized equipment could decrease sharply, which would negatively impact NVIDIA. However, the company can always return to its roots in the gaming industry, where it remains a strong player.
Source: Ferra
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