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The Rise of Nvidia in the AI Market
I believe you that AI is everything's going to be running on AI and it's the future, but it still has this feeling of bubble vibes. I would say the most serious competition to Nvidia is the internally developed AI chips at Google and at Amazon. But because of how much companies rely on Nvidia for their infrastructure, their biggest competitors are also their biggest customers. It reminds me of the dot-com boom when everyone was like, the internet is the future and the stock market showed that.
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