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#nvidia
2 posts
Global AI Inference Market Shifts: NVIDIA's Share Declines Amidst New Architectures and Geopolitical Pressures
NVIDIA's global AI inference market share is shrinking as ARM-based accelerators and open-source models gain traction. US export restrictions inadvertently fueled this shift, creating a competitive…
AI Hardware in 2026: The Quiet Story Behind Cheaper Inference
The cheaper AI everyone is celebrating is partly a hardware story. NVIDIA Cosmos 3 and Intel Xeon 6+ are pushing the cost of running models down, and that changes more than benchmark scores.