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Chip shots: breaking Nvidia’s AI grip

The Intelligence from The Economist

CHAPTER

The GPU Frontier: NVIDIA and AI Chip Evolution

This chapter examines NVIDIA's dominant role in the AI chip market, likening GPUs to the essential spice in 'Dune' for their critical contributions to AI development. It discusses the repurposing of graphics processors for AI tasks, the emergence of new competitors, and the innovative designs of dedicated AI chips aimed at overcoming the limitations of current technology. The competitive landscape is outlined, revealing the substantial financial opportunities for those who can challenge NVIDIA's market supremacy.

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