Nvidia Speeds Up Chip Releases to Stay Ahead of Rivals AMD and Intel in AI and Data Centers

Nvidia speeding up product release cadence, strengthening position vs. rivals like AMD and Intel.

Nvidia roadmap shows new AI and data center chips coming in 2024-2025 on leading-edge nodes.

Faster release pace makes it hard for rivals to catch up as chip complexity/costs rise.

Nvidia's software + systems approach contrasts "silicon-only" methods of rivals.

Revenue upside seen next 3 years ($42B/$70B/$88B) amid data center strength.