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My conviction is clear: For NVIDIA , it has become a matter of survival to explore the software side of the AI boom before the hardware business inevitably cools down in the coming years. The company is still performing brilliantly – generating about a third of chip market revenue, a gross margin of around 75%, and an expected revenue increase of 82% to $393.4 billion. However, this very level is a growth trap: Rivals such as AMD and Broadcom are closing in, and major customers like Amazon and Microsoft are already working on their own chips....
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