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19.06.26 - 17:36
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Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips (24/7 Wall St.)
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The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA), whose GPUs became the gold standard for training and running ... Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips...
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19.06.26 - 16:24
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Nvidia Joins the Debt-Fueled Infrastructure Race. Is This AI′s Next Bubble Risk? (24/7 Wall St.)
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The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales, exploding data center spending, and the race among technology giants to build the computing power needed for AI. Now the financing behind that expansion is becoming just as important as the technology itself. Hyperscalers such ... Nvidia Joins the Debt-Fueled Infrastructure Race. Is This AI's Next Bubble Risk?...
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