Nvidia(US:NVDA) CNBC Television·2025-12-02 15:25Nvidia's Market Position and Technology Transition - Nvidia's CFO suggests a shift from 90% CPU to 90% GPU in PC servers, indicating Nvidia's dominance in GPU technology [1] - New orders for Nvidia products are additive, meaning Blackwell doesn't replace previous iterations, highlighting sustained demand [1] Financial Performance and Capex Concerns - The CFO believes that concerns about excessive capex are unfounded, as companies are generating substantial revenue from Nvidia [1] - The report implies that companies are making significant profits from Nvidia's technology, despite claims to the contrary [2] Competition and Open AI - Open AI is identified as a key player in the industry [2] - The report suggests Open AI faces competition and scrutiny, advising a cautious approach [3][4] Strategic Considerations - Amazon Web Services (AWS) is highlighted as a significant entity [2]