AI & Machine Learning

Nvidia's $4.9 trillion chip empire has a new problem: its biggest customers

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Google and Amazon are signaling plans to sell their custom AI chips directly to customers, potentially challenging Nvidia's dominance in the market. This shift could disrupt Nvidia’s stronghold as both companies aim to offer more cost-effective alternatives while continuing to rely on Nvidia for their own operations. The move is seen as an irreversible trend that will diversify the chip sector and reduce cloud providers' dependence on Nvidia chips over time.

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