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Hi Fellow Fools,

While NVIDIA growth has been phenomenal, Foolish investors should consider recent events into their investment thesis:

Google's TPU isn't the only potential competition to NVIDIA's dominant GPU. Several companies including Intel, through its acquisition of Altera, and Xilinx (NASDAQ:XLNX) have been experimenting with the use of the field-programmable gate array (FPGA), a processor that can be reconfigured for specific functions after manufacturing. FPGAs have been notoriously challenging to program, requiring both hardware and software expertise. Xilinx has worked to make the programming less onerous by releasing tools to ease the hurdles in implementing FPGAs.

Phoenix 1 Contributor
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