In-depth conversation with the founder of SemiAnalysis: In the era of AI, will NVIDIA be challenged?
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Excluding Google, 98% of global AI workloads run on NVIDIA chips; Google and Amazon's chips currently have their own issues and do not pose a challenge in the short term; the data shortage is a false proposition, as data can be synthesized to continue training; there are no issues with AI capital expenditures next year, but there is uncertainty in 2026, which may be a turning point for the industry
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