So far, Nvidia has provided the vast majority of the processors used to train and operate large AI models like the ones that underpin ChatGPT. Tech companies and AI labs don’t like to rely too much on a single chip vendor, especially as their need for computing capacity increases, so they’re looking for ways to diversify. And so players like AMD and Huawei, as well as hyperscalers like Google and Amazon AWS, which just released its latest Trainium3 chip, are hurrying to improve their own flavors of AI accelerators, the processors designed to speed up specific types of computing tasks.

Could the competition eventually reduce Nvidia, AI’s dominant player, to just another AI chip vendor, one of many options, potentially shaking up the industry’s technological foundations? Or is the rising ti

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