---
title: "Dutch International: NVIDIA's profit margins face threats from customers' self-developed chips"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/291920421.md"
description: "The report from ING indicates that major NVIDIA clients such as Microsoft, Alphabet, and Amazon are developing their own custom chips to control AI costs. This could lead to NVIDIA facing more intense competition, weakening its pricing power and threatening its ability to maintain high profit margins in the long term. As a result of this news, NVIDIA's pre-market stock price fell by more than 1%"
datetime: "2026-07-07T10:57:56.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/291920421.md)
  - [en](https://longbridge.com/en/news/291920421.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/291920421.md)
---

# Dutch International: NVIDIA's profit margins face threats from customers' self-developed chips

Jan Frederik Slijkerman of ING wrote in a report that there is uncertainty about NVIDIA's ability to maintain its profit margins as tech giants develop their own chips. He pointed out that major customers like Microsoft, Alphabet, and Amazon are developing their own custom chips to help control AI infrastructure costs. He stated that, as a result, NVIDIA's pricing power may face more intense competition than in recent years, making it more difficult to sustain its currently high profit margins in the long term, even as the company expands into new business lines. NVIDIA fell over 1% in pre-market trading

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