The increased demand for Nvidia's AI chips has sparked debates about the sustainability of this surge and the potential erosion of Nvidia's power. This could be due to the emergence of rival AI chips in the market and companies like Microsoft striving to be less dependent on Nvidia.
Key takeaways:
- Microsoft is developing a networking card to reduce its dependence on Nvidia.
- The new networking gear could potentially save Microsoft money and improve the performance of its Nvidia chip servers.
- The move comes as Nvidia experiences a surge in demand for its artificial intelligence chips.
- There is debate about whether Nvidia's power might be eroded due to rival AI chips and companies like Microsoft becoming less dependent on it.