Morgan Stanley Research: With $16 Billion In R&D Spending This Year Alone, NVIDIA “Can Maintain A 4–5‑year Development Cycle By Running Three Design Teams Sequentially — Each With An 18–24‑Month Architectural Cadence”

Custom AI-focused ASICs are increasingly being billed as NVIDIA’s Achilles heel, capable of bringing down the entire demand-related edifice that NVIDIA has painstakingly built by leveraging its strength in the GPU arena. Yet, Morgan Stanley Research now thinks that ASICs pose no threat to NVIDIA’s broader success story. Morgan Stanley: Despite ASICs, Nvidia will continue to maintain a dominant market share. The ASIC category is neither superior nor inferior to commercial GPUs—it is simply another means to achieve the same result. Over the past six months, momentum in the AI sector has clearly… — Jukanlosreve (@Jukanlosreve) February 14, 2025 To […]

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