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Nvidia, Musk
The Next AI Battle: Who Can Get the Most Nvidia Chips in One Place
Some industry giants are building so-called super clusters of computer servers that cost billions of dollars and contain unprecedented numbers of Nvidia’s most advanced chips.
Nvidia Stock May Rise As Musk Aims To Buy $9 Billion In AI Chips
If Nvidia significantly exceeds conservative growth targets with help from Blackwell, the stock could rise despite slowing revenue growth, and the absence of a killer app for generative AI.
Elon Musk's hunger for chips is taxing Nvidia's capacity to make them: report
A Nvidia sales lead said in an email to colleagues that Musk's demand for chips was straining the company's supply chain, per The Wall Street Journal.
eWeek
1d
4X More Powerful: Amazon’s New AI Chip ‘Trainium 2’ Challenges $100 Billion Nvidia Market
Discover the benefits of Amazon's 'Trainium 2' AI chip, including faster training times, reduced energy consumption, and ...
9d
Nvidia's AI chip demand still booming but slowing sales growth worries investors
The stock has nearly quadrupled so far this year and is up more than ninefold over the last two years, giving it a market ...
4d
on MSN
The AI Race Is Entering a New Stage. Nvidia Won’t Be the Only Winner This Time.
Big Tech is buying up Nvidia chips to train ever-larger AI models. As technology evolves, the spoils may spread to AMD, Intel ...
12d
Nvidia’s Blackwell AI Chips in Focus as Sales Growth Slows
The advanced chip maker announces quarterly results this week, as reports suggest its newest chips may overheat in powerful ...
11d
Nvidia’s rivals are focusing on building AI inference chips. Here’s what to know
Startups as well as traditional rivals are pitching more inference-friendly chips as Nvidia focuses on meeting the huge ...
5d
Amazon’s Moonshot Plan to Rival Nvidia in AI Chips
The cloud computing giant won’t dislodge the incumbent anytime soon but is hoping to reduce its reliance on the chipmaker.
2d
on MSN
What AMD needs to do to break Nvidia’s stranglehold on AI
Dr Seena Rejal examines the implications of increased competition in the semiconductor market on AI development.
11d
on MSN
Nvidia rivals focus on building a different kind of chip to power AI products
Building the current crop of artificial intelligence chatbots has relied on specialized computer chips pioneered by Nvidia, ...
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