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Forbes
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Bitcoin Escaped Nvidia's Clutches, Is AI Next?

1. Nvidia has a market cap over $4 trillion and robust financial results. 2. Broadcom's $10 billion order for AI chips poses a threat to Nvidia's dominance. 3. AI training remains GPU-reliant, but inference might shift to custom silicon. 4. ASICs offer efficiency but lack the flexibility of GPUs. 5. Nvidia's future demand could decline with the rise of custom AI chips.

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FAQ

Why Bearish?

The emergence of custom AI chips may undermine Nvidia's GPU dominance, similar to ASICs in crypto.

How important is it?

The potential shift away from Nvidia GPUs to custom ASICs could significantly impact ARKB holdings in tech.

Why Long Term?

As major clients like OpenAI begin transitioning, demand for Nvidia GPUs may erode gradually over time.

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