A: China is working hard on developing its own chips, and so are the cloud-service providers such as Google, Amazon.com, and Microsoft. Tesla is also designing its own chips since they are mission critical for autonomous driving. Tesla has already pulled some Nvidia chips out of its cars.
A lot of demand for chips was pulled forward as companies double- or triple-ordered from Nvidia during the chip shortage, trying to get enough supplies. That cyclical dynamic could play out in the next few months. Elon Musk recently said that he’s not having trouble getting chips anymore.
~ Cathie Wood, "Cathie Wood Thinks Nvidia Has More to Prove. Her Favorite AI Stocks—and Why She Still Loves Tesla.," Barron's, April 13, 2024
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