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TPUs or GPUs: Is Nvidia’s Moat Eroding?

Investing.com Logo Investing.com By Michael Lebowitz
TPUs or GPUs: Is Nvidia’s Moat Eroding?

Google, Meta, and Amazon are developing custom AI chips (TPUs) that challenge Nvidia's dominance in AI chip production, potentially eroding its market position and premium margins.

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NVDA   neutral

While facing potential competition from custom TPUs, the article acknowledges Nvidia's innovative capabilities and likely ability to adapt