Nvidia sales are 'off the charts,' but Google, Amazon and others now make their own custom AI chips

Nvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making ...
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If The GenAI Bubble Bursts, Nvidia Will Still Keep Growing

What’s the difference between an economic bubble and an economic transformation? I don’t know, but if either pops, a bunch of ...