
Microsoft$NVIDIA(NVDA.US) Anthropic is exploring the development of its own AI chips to address scaling issues and reduce costs associated with its language model, Claude. This trend reflects a broader market shift as major AI players, including Amazon and Meta, seek alternatives to NVIDIA's GPUs, potentially impacting NVIDIA's market share in AI infrastructure. However, I don't think a monopoly like Nvidia will be disrupted anytime soon. Even with Google announcing hat they use their own chips, people continue to buy from Nvidia for long term. Though I have to admit Nvidia has hit the bottleneck for its trading price, having failed to sustain over 200. @Bridge Buzz SG
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