Nvidia’s largest customers (e.g., Google, Amazon, Microsoft, Meta, and OpenAI) are developing AI chips that compete with Nvidia, presenting a potential long-term threat to the AI leader.
Nvidia could become a tech licensing powerhouse.
Nvidia’s largest customers (e.g., Google, Amazon, Microsoft, Meta, and OpenAI) are developing AI chips that compete with Nvidia, presenting a potential long-term threat to the AI leader.
Nvidia could become a tech licensing powerhouse.