As tech giants such as Google, Microsoft, Amazon and Facebook rush to build AI capabilities similar to ChatGPT, they need pricey chips. And as Heard on the Street’s djtgallagher explains, that’s good for Nvidia. WSJWhatsNow
that the chip maker began shipping only earlier this year. No other chip makers or data-center component suppliers got such a shout-out.
And it wasn’t just Google;name-dropped Nvidia at the top of his company’s earnings call last month as a key supporting point to buttress his claim that “we have the most powerful AI infrastructure” for training large data models. Again, no other chip maker was mentioned.
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