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Can Nvidia’s Dominance Survive the Sea Change Under Way in AI Computing?

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Why This Matters

Nvidia's dominance in AI computing is at a critical juncture as the industry shifts from training AI models to inference, which is experiencing faster growth. This transition could reshape Nvidia's market position and influence the future of AI hardware development, impacting both the tech industry and consumers relying on AI-powered services.

Key Takeaways

Making chips for training AI models made it the world’s biggest company, but demand for inference is growing far faster.