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Nvidia faces competition from startups developing specialised chips for AI inference as demand shifts from training large language models to running them efficiently.
Catch up on global daily news
Compelling long reads
Future-gazing analysis, predictions and speculation
Tune into captivating conversations
Watch engaging short films

The AI boom’s biggest winner moves beyond chips

Artificial intelligence is causing the chip designer to rethink its winning formula

Hardware-makers are failing to invest enough to keep up with demand

But the search giant’s custom chips may prove tricky for others to adopt

They go beyond genuflecting to Donald Trump

Stock markets struggle to price artificial intelligence's impact, with Goldman Sachs indices showing AI-vulnerable firms down 20%…