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Nvidia, Google and Meta

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 · 12h · on MSN
Nvidia Stock Drops on Rumored Google–Meta Chip Deal. Should Investors Be Worried?
Thus far, Nvidia's graphics processing units ( GPUs) have been the go-to hardware for training and running advanced AI models. The competitive edge provided by the company's high-end processors has allowed the business to command stellar pricing power and deliver a run of record-breaking earnings growth.

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 · 8h · on MSN
Meta Is in Talks to Use Google’s Chips in Challenge to Nvidia
 · 16h · on MSN
Nvidia Stock Drops. Reported Meta Deal Shows Google Threat Isn’t Going Away.
12hon MSN

Nvidia: Happy for you, Google, but we're still better

A report sent shares of Nvidia tumbling as concerns increase that Google is coming for its chip business.
The Economist
10h

Google has pierced Nvidia’s aura of invulnerability

Now, however, one of Nvidia’s biggest customers has emerged as its fiercest competitor yet. This month Google, which ...

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