AI chip competition intensifies as the inference market threatens Nvidia's lead

Nvidia might be on a tear, but some investors are still convinced that there’s demand for another kind of specialized chips. And they’re putting their money where their mouth…

AI chip competition intensifies as the inference market threatens Nvidia's lead

Nvidia anticipates strong earnings but faces new competition in AI chips. Demand is shifting to processors that run AI in real-time, a market where rivals like Alphabet and Amazon…

All eyes are on Nvidias April quarter earnings as investors assess whether the AI chip giant can sustain its explosive growth momentum. Strong AI spending by Big Tech firms is…