TechFlow News, March 2nd: According to JIN10 Data, ARK Invest, the investment management firm led by “Woodstock” Cathie Wood, recently forecast that NVIDIA will face increasingly intense competition in the coming years, and by 2030, custom AI chips will account for over one-third of the computing market. Meanwhile, Google continues positioning its Tensor Processing Units (TPUs) as alternatives to NVIDIA’s GPUs, and reports indicate that Meta has agreed to lease TPUs for advanced AI development.
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