NVIDIA Corp (NVDA)

[Moonlazer]

I understand your concern, but I believe this is apples/oranges. Software vs Hardware. Advanced coding, while yes reduces a need for hardware, if it does indeed work better, it only further makes that advanced hardware more efficient. Most of the demand on Nvidia, is due to bottlenecks in processing. That's why AMD isn't the main focus.

It's like comparing Nio to Tesla is the last big trend.

Any more efficient coding just compliments Nvidia's product further. Hardware is an infrastructure requirement. 2016 it was announced that we had a Semiconductor shortage that was impacting everything down to waiting lists on vehicles from factory due to chip shortages. That demand hasn't been fully resolved. When any squeaks of China invading Taiwan occur, chips suffer. That's one big bit of news I keep a very close eye on.

With all of that said, nothing else really concerns me on impacting it's growth.