Nvidia, Google
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Here’s the full article on the latest rumor about Nvidia potentially cutting VRAM supply to board partners — what it means & what you should watch out for. Title Nvidia might stop sending VRAM with its GPUs — your next graphics card build could get messy Subheading: Memory crunch forces a bold move: board vendors may now be left to source their own GDDR chips,
1don MSN
Nvidia's bumpy November
Nvidia's sterling armor was dented this month. Now, Nvidia and its CEO Jensen Huang are in the rare position of playing defense.
Dow industrials add more than 600 points, biggest gain since August.
Nvidia , the world's most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by waging an information campaign on Wall Street and social media.
A report sent shares of Nvidia tumbling as concerns increase that Google is coming for its chip business.
China's focus on pushing domestic chips could make Baidu's chip unit, Kunlunxin, a fast-growing business for the company.
This year’s revenues are anticipated to be around $215 billion, with the figure expected to surpass $300 billion next year.
To be clear, Nvidia’s graphics processing units (GPUs) remain the gold standard for the AI industry. But Google’s TPUs — which power its highly praised Gemini 3 — are cheaper to develop and require less power. Some industry experts estimate that TPUs offer up to four times better performance per dollar than comparable GPUs.