Meta is in talks to shift part of its AI infrastructure to Google -made chips, instead of ones made by Nvidia, in a deal worth billions of dollars that could permanently upend the world of tech.

This has been a “rocky couple of weeks” for Nvidia , said Brent D. Griffiths in Business Insider . Following reports of the Meta deal, Nvidia was trading down by more than 3%, and “lingering doubts” about the company surrounding the AI bubble are beginning to “creep back in”.

What did the commentators say?

Nvidia customers have been crying out for “more competition” in the chip market, and one “may have been hiding in plain sight”, said Dina Bass in Bloomberg . Google’s tensor processing units (TPUs) were first released 10 years ago, and are ideally suited to generating responses to

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