Even when you think youre not buying Nvidia, you might still be buying Nvidia The proliferation of custom AI ASICs, or XPUs, from OpenAI , Meta , Microsoft , and others has led many to question Nvidia grip on the market. After all, if everybody building their own, who needs the GPUs the AI arms dealer has made its fortune on? But Nvidia isnt concerned in the least and has instead invited its competition to raid – or, rather, license – the GPU giant IP holdings, particularly those related to...
