I still think nvda pivoted har

I still think nvda pivoted hard to AI considering how badly their GPUs became, which likely is the reason for Jensen being so desperate to have the hype continue. Competitors like AMD (and their partners from TW, HK and CN) should fully muscle into the GPU market to ensure nvda cannot come crawling back when the AI bubble bursts

Nvidia Set to Unveil New Chip at GTC: Would You Wait for Lower Entry?

$Nvidia (NVDA.US)$ is set to unveil a new inference chip at next month’s GTC, integrating Groq’s LPU design and potentially based on the next-gen Feynman architecture. With SRAM integration and 3D stacking, the chip aims to tackle latency and bandwidth bottlenecks in large-model inference. $OpenAI has committed to major purchases and investment, while $Meta Platforms has begun large-scale CPU-based inference deployments. As AI shifts from training dominance to inference efficiency, Is GTC the next catalyst — or a sell-the-news moment?

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