The AI chip wars are heating up.

FROM THE FRONTIER 

The AI chip wars are heating up both domestically and overseas.

NVIDIA’s dominance. NVIDIA's rise has been staggering: from a gaming chip producer to a $4.5 trillion AI juggernaut in under three years.

If you haven't kept up with the information, you are being left behind and are going to play catch-up from here on.

The company now controls over 90% of the AI chip market, but its competitors are catching up quickly.

Google just proved it doesn't need Nvidia.

Gemini 3 Pro, currently one of the world's best AI models, was trained entirely on Google's in-house tensor processing units (TPUs), not Nvidia GPUs.

Better still: TPUs slash inference costs by 50-65% compared to Nvidia’s offering, giving Google a massive cost advantage.

Amazon recently unveiled Trainium3, a chip that's 4x faster and 40% more energy efficient than the previous generation.

CEO Andy Jassy revealed that the chip, which competes directly with Nvidia’s, is already a "multi-billion dollar business" with over 1 million units deployed. 

Just as domestic competition intensifies, Nvidia opened a second front: China. 

President Trump’s green light to sell H200S to China could unlock billions in untapped demand for Nvidia as long as China's domestic chip ambitions don’t complicate the opportunity.

Thank you for reading,

Tim. 


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