Remember, AI-GPU scarcity has been the leading catalyst that's driven Nvidia's exceptional pricing power. With its top customers developing hardware of their own, it's only a matter of time before this scarcity wanes and Nvidia's margins weaken. Internal competition is, by far, the biggest threat to Nvidia's AI dominance.

Artificial intelligence (AI) is all the rage these days, and no company has benefited from the new big thing on Wall Street more than Nvidia. One of them is Fiverr (NYSE: FVRR), a corporation involved in the increasingly booming gig economy.

On its recent earnings conference call, Palantir made its case for being the biggest beneficiary of the AI boom -- perhaps even more than other big companies investors might think