Is Google making its proprietary TPUs (Ironwood) available to Meta, directly challenging Nvidia’s 90% dominance? The massive cost of AI compute is forcing tech giants to turn from Nvidia's biggest customers into its fiercest competitors. Can Nvidia's software moat (CUDA) hold up against the combined might of hyperscalers?

https://www.buysellram.com/blog/the-escalating-ai-chip-war-hyperscalers-mount-a-challenge-to-nvidias-crown/

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