NVDA GPU is like TSLA. Because of time to market, they reign in supremacy. With AI/ML taking front and center, GPUs will be in great demand for 2023+. But NVDA GPU does have competition. AMD has a much cheaper alternative. Benchmarks show that performance is comparable. We know that Datacenter/Cloud business is expanding. But will AMD be ready for the Cloud business surge in 2023 or 2024? Not sure.

Plus, Fed is certainly not done raising interest rates.

My call - NVDA has a reasonable run rate ahead in 2023 but not what we saw in 2021-22.