From Nasdaq.: 2024-04-12 10:46:00

In the intense AI race, demand for advanced chips is rising, with cloud giants and Meta Platforms creating their own customized chips to accelerate AI model development. NVIDIA faces challenges as tech giants produce in-house chips, potentially reducing market share. Scarcity of NVIDIA’s flagship chip and dependence on Taiwan Semiconductor are key concerns driving competitors to develop their own chips.

Alphabet’s Google introduces Axion, its first tailored CPU for AI work, while Meta unveils the next-gen Meta Training and Inference Accelerator (MTIA). Microsoft launches Maia 100 and Cobalt 100 chips for AI purposes, and Amazon unveils AWS Trainium2 chips for training AI models. The competition in AI chip development intensifies among tech giants.

Bitcoin has historically been the most profitable asset class, with significant returns during presidential election years. Zacks predicts another surge in Bitcoin’s value in the coming months. Interested investors can access a free special report on Bitcoin through Zacks Investment Research for more insights.进行由AI密集争夺，对先进芯片的需求正在上升，云巨头和Meta公司正打造自己定制芯片，以加速AI模型开发。 NVIDIA面临挑战，因为技术巨头生产内部芯片，可能会减少市场份额。 英伟达旗舰芯片的稀缺性和对台积电的依赖是主要关注点，推动竞争对手开发自己的芯片。

谷歌的Alphabet推出Axion，首款专为AI工作设计的CPU，而Meta发布了下一代Meta培训和推理加速器（MTIA）。微软推出用于AI目的的Maia 100和Cobalt 100芯片，亚马逊推出用于训练AI模型的AWS Trainium2芯片。技术巨头之间的AI芯片开发竞争愈发激烈。

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Read more at Nasdaq.: GOOGL, MSFT, AMZN & META Pose Threat to NVDA With In-House Chips