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“The biggest competitor to any custom AI chip is Nvidia's own previous generation, and even Google and Amazon keep buying it because every model runs on it and the demand is just there.”
Source
Dwarkesh PodcastYouTube“Satya Nadella – How Microsoft thinks about AGI”64:26
“the thing that is the biggest competitor for any new accelerator is kind of even the previous generation of NVIDIA, right? I mean, in a fleet, what I'm going to look at is the overall TCO.”
Performance
Entry$192.42
Current—
Since call— pending
Confidence72%
How this was scored
Entry$192.42Nov 12, 2025 · 17:02 UTC · paste.trade
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.