PANews 2. März: “Wood Sister” Cathie Woods’ ARK Invest prognostiziert, dass der Wettbewerb für Nvidia in den kommenden Jahren immer intensiver wird. Bis 2030 werden maßgeschneiderte KI-Chips mehr als ein Drittel des Rechenmarktes ausmachen. Gleichzeitig positioniert Google weiterhin seine Tensor Processing Units (TPU) als Alternative zu Nvidia-GPUs, und Berichte deuten darauf hin, dass Meta das Leasing von TPUs für fortgeschrittene KI-Entwicklung zugestimmt hat.
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