AI Is Moving Out of the Data Center. How Nvidia Plans to Keep Its Edge. - Barron's
1. Nvidia faces competition as AI inference shifts from data centers to devices. 2. Inference currently constitutes 40% of Nvidia's data center revenue, rapidly growing. 3. Telecom firms are cautious about investing heavily in infrastructure post-5G. 4. Nvidia's partnerships with telecom companies solidify its market position. 5. Qualcomm aims to take a share of AI inference with mobile chips.