This chart shows one potential advantage AWS's AI chips have over Microsoft and Google

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An Amazon Web Services conference with the AWS logo displayed in the center.

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Nvidia might actually lose in this key part of the AI chip business

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Jensen Huang wih Nvidia hardware

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  • Inference made up 40% of Nvidia's $26.3 billion Q2 data center revenue.
  • Inference computing demand will increase as AI matures.
  • Companies like Groq and Cerebras are launching inference chips to compete with Nvidia.

In AI hardware circles almost everyone is talking about inference.

Nvidia is still on fire — but its trajectory is looking a bit more like Apple

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Jensen Huang.
Nvidia is still selling loads of chips, but demand appears to be slowing.

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Nvidia earnings will show just how much Big Tech is spending on AI. Here's what companies from Microsoft to OpenAI have said so far.

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Elon Musk, Jensen Huang, Sam Altman, Mark Zuckerberg, Sundar Pichai, Satya Nadella, Dario Amodei, Andy Jassy
Elon Musk (top left), Jensen Huang (top center), Sam Altman (top right), Mark Zuckerberg (bottom left), Sundar Pichai (bottom right).

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China is still getting its hands on US chips — and striking back too

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broken motherboard with microchips, symbolizing the US/China tech war

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Nvidia is about to test the nerves of AI investors

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Nvidia Jensen Huang
Investors will be keen to hear outlook on demand for AI chips from Jensen Huang as Nvidia reports second quarter earnings.

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Intel Extends Warranty for 13th and 14th Gen CPUs Amid Chip Debacle

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Intel Core i7 14th gen 14700K

The US is about to introduce a new rule to clamp down on AI chip equipment exports to China, Reuters reports

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FILE PHOTO: A Chinese flag is seen in front of the financial district of Pudong in Shanghai, China, January 19, 2016. REUTERS/Aly Song/File Photo
The Biden Administration is cracking down on China's AI chip production.

Thomson Reuters

US sanctions have tanked Russian semi-chip imports from China and Hong Kong, new data shows

Tech Insider : Economy
Xi, Putin
Russian President Vladimir Putin and Chinese President Xi Jinping enter the hall for Russian-Chinese talks on May 16, 2024 in Beijing, China. Russian President Putin is on a two-day visit to China.

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The new phase of the US-China tech war risks a whole lot of collateral damage

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Joe Biden

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