DANGER: AI chip margins collapsing across sector

Nvidia's gross profits plummet from 78.4% to 70.6% - competitors next?

Gross margin compression is accelerating throughout the AI chip sector - starting with market leader Nvidia.

This critical profitability metric is deteriorating faster than analysts expected as competition intensifies.

The May 28th earnings report could trigger a sector-wide repricing if margins continue their downward trajectory. Access full story here.

-Luke

P.S. Just one semiconductor company has managed to maintain stable gross margins above 75% despite intensifying competition - creating a potential safe haven. You really need to read this before it's too late.