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25.09.2025 21:15:00
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Did Alphabet Just Say "Checkmate" to Nvidia?
For the past three years, one name has stood out as the undisputed leader in high-performance chips: Nvidia. Its graphics processing units (GPUs) power the backbone of generative artificial intelligence (AI), enabling large language models (LLMs) and driving advancements in next-generation use cases across autonomous systems and robotics.While the notion of dethroning Nvidia in the chip realm might seem far-fetched, one "Magnificent Seven" rival is beginning to challenge its dominance. Enter Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Best known for Google and YouTube, the company is quietly building momentum through its artificial intelligence businesses.In the discussion below, I'll examine how Alphabet is positioning itself to disrupt Nvidia's leadership in AI chips and consider whether the internet giant could soon deliver a "checkmate" to the market's biggest beneficiary of the AI boom.Continue readingWeiter zum vollständigen Artikel bei MotleyFool
