Nvidia’s AI advantage is moving beyond the GPU

Automated excerpt

Before this week, the dominant story about Nvidia went something like this: For the first few years of the AI boom, Nvidia was the only source for state-of-the-art GPUs, which became immensely profitable as the industry scaled out. Like the Rubin GPU, they’re extremely specialized systems, but instead of churning through tokens, they’re making sure everything outside the GPU works as efficiently as possible. This new focus on data orchestration isn’t automatically a win for Nvidia.

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