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How Nvidia GPUs Compare To Google’s And Amazon’s AI Chips
Nvidia’s blowout earnings Wednesday affirmed its place as the world’s most valuable company, thanks to “off the charts” sales of GPUs that excel at AI workloads. But as inference needs outpace training, a smaller cheaper AI chip is gaining ground. Custom ASICs are now being designed by all the major hyperscalers. Google led the way with ...
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Melius Research’s Ben Reitzes: My Nvidia price target is 320 without China
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SECURITY FEARS: Trump greenlights China-Nvidia deal despite debate over security risks
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