Nvidia CEO seemingly 'realises' that Google, Microsoft and Meta are set to eat lunch
Nvidia s dominance built on a single chip for all AI tasks is facing a challenge. As inference, the running of AI models, becomes more crucial and cost sensitive, customers are exploring cheaper, purpose built alternatives from rivals like Google and Meta. Jensen Huang s expected unveiling of a new inference focused chip signals a potential shift away from Nvidia s long held strategy
Nvidia s dominance built on a single chip for all AI tasks is facing a challenge. As inference, the running of AI models, becomes more crucial and cost sensitive, customers are exploring cheaper, purpose built alternatives from rivals like Google and Meta. Jensen Huang s expected unveiling of a new inference focused chip signals a potential shift away from Nvidia s long held strategy
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