After saying 'we are fine' for months, Nvidia seemingly 'accepts' that Google and Meta are coming for it

Nvidia faces a significant challenge as Meta reportedly considers Google's AI chips, impacting Nvidia's market value. In response, Nvidia is launching a new chip specifically for AI inference, a shift from its previous focus. This move acknowledges the growing competition and the increasing importance of inference tasks in the AI data center market.

After saying 'we are fine' for months, Nvidia seemingly 'accepts' that Google and Meta are coming for it
Nvidia faces a significant challenge as Meta reportedly considers Google's AI chips, impacting Nvidia's market value. In response, Nvidia is launching a new chip specifically for AI inference, a shift from its previous focus. This move acknowledges the growing competition and the increasing importance of inference tasks in the AI data center market.