Key facts: Alphabet's AI chips challenge Nvidia; positive signals for Nvidia
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- Alphabet's new AI chips may challenge Nvidia's dominance in AI chip tech, intensifying competition among major tech firms.1
- Vendors have reported positive signals related to factory and server build activity that requires Nvidia silicon, contributing to confidence in Nvidia's position within the AI infrastructure market.2
- The Dan Ives Wedbush AI Revolution ETF, featuring Nvidia, has gained $960 million in assets in six months, outperforming the Technology Select Sector SPDR ETF with a 13% return.3