Google is strengthening, but the CUDA ecosystem provides Nvidia with a trench that cannot be crossed quickly
Aleksandr1981
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Can Google dethrone Nvidia in the artificial intelligence market?
Nvidia faces increasing competition from Google’s specialized processors, however, experts believe that the main threat to the company’s dominance lies in another dimension. Some analysts compare the negotiations between Google and extremist Meta over TPU to the situation in the pharmaceutical industry, where the emergence of generics radically changes the market. However, such an analogy does not reflect reality.
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