@ericnomics: Nvidia’s rivals are making strides to take a bite out of the AI chips race. Nvidia has had a stranglehold on the industry being essentially the only ones calable of producing the chips needed for AI. Until now maybe? AMD just acquired ZT systems in order to compete with Nvidia. AMD is still so far behind but some believe they can even take upwards of 20% of the overall AI chips pie. Softbank was also in talks with Intel to also compete with Nvidia before quickly scrapping talks and moving over to speakinf with TSMC instead.