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Nvidia publicly reacted to a report suggesting Meta might switch part of its AI infrastructure to Google's TPUs, causing a drop in Nvidia's stock. The move highlights a growing rivalry, as Google’s chips gain recognition as a viable alternative to Nvidia's GPUs.
Oracle's recent fiscal report revealed a staggering increase in contracted revenue, driven by rising demand for AI computing. The company predicts its cloud infrastructure revenue will reach $114 billion by 2029, suggesting a potential for significant growth similar to that of Nvidia.