Nvidia CEO 'realises' that Google and Meta are set to eat the company's lunch

2026-03-16 - 08:22

Nvidia's dominance built on a single chip for all AI tasks is facing a challenge. As inference, the running of AI models, becomes more crucial and cost-sensitive, customers are exploring cheaper, purpose-built alternatives from rivals like Google and Meta. Jensen Huang's expected unveiling of a new inference-focused chip signals a potential shift away from Nvidia's long-held strategy.