Michael Ashley Schulman, Chief Investment Officer of capital advisory firm Running Point Capital, stated that investors need to be wary of the risks posed by Amazon (AMZN.O), Microsoft (MSFT.O), and Meta Platforms (META.O) developing their own chips, as these tech giants may bypass Nvidia (NVDA.O) and significantly reduce their dependence on its chips. This is a genuine competitive threat. Additionally, there are also disruptive risks associated with quantum computing. Nvidia claims that quantum computing will take 10 to 15 years to mature, but this is only because they have not yet laid out quantum chips. Other experts in the industry believe that breakthroughs in quantum computing could occur within 5 to 7 years, potentially easily surpassing Nvidia's existing technology.