Nvidia Speeds Up Chip Releases to Stay Ahead of Rivals AMD and Intel in AI and Data Centers
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Nvidia speeding up product release cadence, strengthening position vs. rivals like AMD and Intel.
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Nvidia roadmap shows new AI and data center chips coming in 2024-2025 on leading-edge nodes.
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Faster release pace makes it hard for rivals to catch up as chip complexity/costs rise.
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Nvidia's software + systems approach contrasts "silicon-only" methods of rivals.
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Revenue upside seen next 3 years ($42B/$70B/$88B) amid data center strength.
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