Should Nvidia Be Worried About Microsoft's New Artificial Intelligence Chip?
2023 has been the year of artificial intelligence (AI), when the technology's capabilities reached a tipping point of usefulness.
No stock has benefited more from this inflection than Nvidia (NASDAQ: NVDA), whose graphics processing units (GPUs) and CUDA software ecosystem enable the parallel processing of massive data sets used to train cutting-edge AI models.
However, with chip shortages abounding and Nvidia charging massive premiums for its GPUs, a slew of other companies are at work designing their own accelerators. And reports are the latest effort will come from cloud giant and Nvidia customer (NASDAQ: MSFT).
Source Fool.com