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Commentary: How Nvidia's 5 moves keep ASIC rivals at bay

Monica Chen, Commentary; Levi Li, DIGITIMES Asia 0

Credit: DIGITIMES

As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance on Nvidia. Yet, according to supply chain insiders, Nvidia's five...

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