Google copies Nvidia’s chip tricks – Fudzilla.com
… Nvidia still has a monster moat, including CUDA, networking gear and a market share estimated at more than 90 per cent, which gives buyers plenty to fret about. …
… Nvidia still has a monster moat, including CUDA, networking gear and a market share estimated at more than 90 per cent, which gives buyers plenty to fret about. …
… According to Fouquet, the industry only started reacting properly near the end of last year, meaning chipmakers now need more capacity and ASML must supply the gear. “And the catch-up will take quite a bit – and that’s only for the infrastructure, and then the applications will come,” Fouquet said. …