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Nvidia Faces AI Competition as Google Expands Custom Silicon Push

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The Story

News Summary

  • Nvidia lagged Big Tech peers as Google partnered with Marvell to expand custom AI silicon and TPUs.
  • While Nvidia maintains record revenue growth and dominance, rising competition from hyperscalers developing specialized inference chips poses a growing challenge to its high valuation.
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NVDA price history

218.29 +19.87% over the displayed period

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