Nvidia(US:NVDA) Seeking Alpha·2025-04-08 13:09Core Insights - The article discusses the competitive landscape of Nvidia Corporation, highlighting that some hyperscalers are considering the development of their own AI chips, which may impact Nvidia's market position [1]. Group 1: Company Analysis - Nvidia Corporation is facing competition from hyperscalers who are exploring the option of creating proprietary AI chips, potentially reducing their reliance on Nvidia's products [1]. - The analysis emphasizes the importance of understanding cash flow generation under different business models for valuation purposes, specifically using the Discounted Cash Flow (DCF) model [1]. Group 2: Industry Context - The competitive dynamics in the AI chip market are evolving, with hyperscalers potentially shifting towards in-house chip development, which could alter the landscape for established players like Nvidia [1].