NVIDIA's Competitive Edge in AI Hardware

This chapter analyzes the competitive landscape in the semiconductor industry, focusing on NVIDIA's dominance against emerging custom ASIC developments from major hyperscalers. The discussion highlights the challenges faced by traditional CPU companies like AMD and Intel in adapting to the growing AI market, as well as the strategic advantages that enable NVIDIA to maintain its strong position. Key insights include revenue trends, architectural compliance, and the implications of these shifts on future market dynamics.

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