I just saw that $AMZN (Amazon.com Inc) rolled out their newest AI chip, soon after $GOOGL (Alphabet Inc Class A) presented their new Ironwood TPU (their latest generation of tensor processing units).
And honestly, I like it. Monopolies are never good and competition usually means faster progress, better products and eventually better prices for all of us.
That said, I still believe $NVDA (NVIDIA Corporation) will take the biggest piece of the pie here. Their pace of innovation, strong leadership, and already-established ecosystem give them a serious head start.
Competition is good.
Let’s see how it plays out — but my money is still on $NVDA.... Show More
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