Robot Wars: Nvidia Vs. Tesla

Summary:

• There is a good chance that AI robotics will be the next major technological frontier.
• Nvidia and Tesla are both in a mad scramble to dominate this high-potential market.
• While Nvidia and Tesla both have their strengths and weaknesses, Nvidia’s approach is far more likely to be successful in the long run.
• Despite Nvidia’s relatively strong position, the company still faces major challenges on its way to become the preeminent AI robotics company.

Both Nvidia (NASDAQ:NVDA) and Tesla (NASDAQ:TSLA) are dominant players in their respective domains of semiconductors and electric vehicles. As a result, skeptics argue that their upside is capped by these established markets. This view ignores the fact that

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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