I'm sorry, who exactly? NVIDIA essentially has no real competition because of how wildly successful they are.
replyGoogle, Microsoft, Amazon, AMD, Apple, Huawei...
replyThese aren't all entirely drop-in replacements, there are some trade-offs involved, but there are many companies with alternatives that could take Nvidia's market if they stall.
> Google, Microsoft, Amazon, AMD, Apple, Huawei...
replyWhich of those sell chips at the Nvidia caliber sell to AI model builders in the US (not use internally)?
Google
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