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E26: NVIDIA Takes The LEAD In Custom Chips For AI Compute

AI Compute is exploding! The market is growing at an unprecedented pace, but who will dominate the future? In this episode of The Forge POV, I break down: ✅ The AI compute boom—what’s really driving the demand? ✅ NVIDIA's dominance—is it unshakable, or are cracks starting to show? ✅ The rise of custom AI chips & open-source alternatives—game-changer or hype? ✅ The real bottleneck—why AI's biggest challenge may not be compute, but energy! 🔹 Don’t miss this deep dive into AI infrastructure, market shifts, and where the real opportunities lie! 🔔 Subscribe for more insights:    / @subratakar5510   Connect with me on Linkedin :   / subroto   📊 References: TechInsights report on NVIDIA's GPU shipments and market share. MarketsandMarkets report on global AI chip market size. Goldman Sachs report on projected increase in data center power demand. NVIDIA financial reports regarding total revenue. Industry analysis on NVIDIA's market share and developer ecosystem. McKinsey analysis on cloud service providers' role in data centers. CNBC article discussing NVIDIA's dominance and competition in the AI chip market. World Economic Forum article on AI's energy dilemma. Wells Fargo projection on AI power consumption. 💬 What’s your take? Will NVIDIA maintain its lead, or are we heading toward a major shake-up? Drop your thoughts in the comments! 📊 References: TechInsights report on NVIDIA's GPU shipments and market share. MarketsandMarkets report on global AI chip market size. Goldman Sachs report on projected increase in data center power demand. NVIDIA financial reports regarding total revenue. Industry analysis on NVIDIA's market share and developer ecosystem. McKinsey analysis on cloud service providers' role in data centers. CNBC article discussing NVIDIA's dominance and competition in the AI chip market. World Economic Forum article on AI's energy dilemma. Wells Fargo projection on AI power consumption.