Duan Yongping asked late at night: In 10 years, NVIDIA will definitely still be around, but will it still hold its current market position?
Duan Yongping raised questions about NVIDIA's future market position on Xueqiu, suggesting that although NVIDIA currently has a high gross margin, the long-term strength of its moat is questionable. He pointed out that other major companies may not continue to purchase computing power at high prices, and intensified market competition could affect NVIDIA's leading position. Duan Yongping cited an analysis from Perplexity AI, emphasizing that the market landscape may change in the next 3 to 10 years
On the night of February 24th, Duan Yongping shared a preview of NVIDIA's earnings report on Xueqiu and raised a question: What is difficult to understand about NVDA is not the short-term growth, but what the long-term moat really is. NVDA will definitely still be around in 10 years, but will it still hold its current market position?
In his interaction with netizens, Duan Yongping further mentioned that although NVIDIA currently has a high gross margin, other wealthy large companies may not continue to purchase computing power at such high prices. He questioned whether NVIDIA's market moat is unassailable, but admitted that this is beyond his capability.
In Duan Yongping's comments, he also attached a screenshot showing an analysis by Perplexity AI on NVIDIA's long-term industry position, which pointed out that although NVIDIA is currently in a leading position, market competition is intensifying. The article mentioned that other tech giants and startups are actively developing alternatives, which could change the market landscape in the next 3-5 years or 10 years.
