Nvidia tumbles after hyperscaler earnings, with GPUs no longer the missing ingredient in the AI boom - Sherwood News
Fyra's Brief
Nvidia's GPU sales may not be as crucial to the AI boom as previously thought, as hyperscalers like Amazon and Google develop their own chip businesses.
Why it matters
The AI boom's evolution may no longer rely on Nvidia's GPUs, highlighting a shift towards hyperscalers developing their own custom AI hardware.
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