Alphabet Inc. is expanding its semiconductor portfolio with new chips dedicated to inference—the process of running AI models after their initial training. This move seeks to capitalize on the high demand for Google’s existing hardware, which has become a sought-after commodity even among the company’s primary rivals. By targeting this specific stage of the AI lifecycle, Google aims to further challenge Nvidia’s market leadership in a sector driven by the rapid adoption of generative software.
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Source · Bloomberg — Technology
