THE FURIOUS CONTEST TO UNSEAT NVIDIA AS KING OF A.I. CHIPS

Summary from the TLDR newsletter

Amazon, AMD, and several other startups are starting to offer credible alternatives to Nvidia's chips. Nvidia's rivals are proving they can deliver faster speeds at lower prices for some crucial AI tasks. Many are emulating Nvidia's tactic of building complete computers so that customers can gain maximum power and performance out of their chips. Spending on computers without Nvidia chips by data center operators is expected to grow 49% this year to $126 billion.