1/ Both companies have a history before becoming the center of the world.
Apple: 1980
Nvidia: 1999
2/ Right before the new era, world is experiencing shocks.
Apple/Great Financial Crisis: iPhone was introduced in 2007; iPhone 3G was introduced in 2008
Nvidia/Russia-Ukraine war: H100 was revealed in Apr 2022
3/ Both become largest company in first few years of key product launch
Apple: 2011, 3 years after iPhone 3G
Nvidia: 2024, 2 years after H100
What comes next for Apple?
- Samsung competition
- iPhone 5 disappoint
- China 2013 315 boycott
- iPhone shipment peaks
- innovation capability questioned
- new business lines (watch) considered disappointment at first
Storms might be coming for Nvidia.
..