Lip-Bu Tan, a renowned semiconductor investor, shared his insights on the AI industry and NVIDIA’s potential competitors. He believes that by 2025, NVIDIA will face formidable challengers like AMD, Intel, and startups in the AI chip market. Tan emphasized the importance of investing in AI, stating that “every company will be an AI company” in the future. He highlighted NVIDIA’s dominance in AI training chips but acknowledged the need for competition to drive innovation. Tan predicted that the AI chip market would grow exponentially, with multiple players emerging. While NVIDIA currently leads, he expects rivals like AMD and Intel to catch up, as well as startups disrupting the industry. Tan advised investors to diversify their AI chip portfolios and not rely solely on NVIDIA. Overall, he painted a picture of an increasingly competitive AI chip landscape driven by the immense potential of AI technology.