NVIDIA has reigned uncontested over the AI chip sphere for far too long. However, now it seems that some much-needed competition is finally putting up a challenge to the GPU manufacturer’s full-spectrum dominance over this critical arena. OMDIA: $GOOGL’S TPU DEMAND GROWS, CHALLENGING $NVDA’S AI CHIP DOMINANCE Omdia research shows surging demand for Google’s TPU chips, with estimates suggesting they could account for $6B–$9B in Broadcom’s AI semiconductor revenue this year. At even $6B, TPU shipments are growing… — Wall St Engine (@wallstengine) December 18, 2024 To wit, Omdia Research has now published its fresh take on the dynamics within […]
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