- Alphabet trained its latest AI model, Gemini 3, on its own TPU chips, posing a significant threat to Nvidia’s dominance in AI. Gemini 3’s impressive advancements show Nvidia’s GPUs aren’t irreplaceable, potentially opening the door for other hyperscalers to design their own custom AI chips.
- Amazon, in partnership with Anthropic, is deploying over 1 million Trainium2 chips, loosening Nvidia’s grip on the market. The activation of Project Rainier with Trainium chips signals potential headwinds for Nvidia’s growth, as Amazon continues to build data centers to meet its cloud computing needs.
- Microsoft and OpenAI are collaborating on custom AI chips to reduce dependence on Nvidia’s GPUs. With Microsoft’s Azure platform and OpenAI’s ChatGPT app, the partnership aims to challenge Nvidia’s dominance in AI data center chips, signaling a shift in the market landscape that could impact Nvidia’s revenue streams.
Read more at Nasdaq: Could the Nvidia Killer Be Hiding in Plain Sight? 3 Stocks to Watch