Rivals of Nvidia, which dominates the market for AI chips, have long hoped that an inflection point would help them make up lost ground.
That point may be at hand. So far, however, there is little sign of Nvidia ceding its lead — though it is still an open question as to whether the AI market will develop in ways that eventually erode its dominance.
The key issue is when the main focus in AI moves from training the large “foundation” models that underpin modern AI systems, to putting those models into widespread use in the applications used by large numbers of consumers and businesses.
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