Marina Lyubimova
⬤ Alphabet shares rose besides Nvidia shares fell after reports that Meta is testing Google's AI chips. The news split the two stocks - Alphabet closed up more than 4 %, Nvidia down about 4 %. The move shows investors react instantly to any sign that AI-chip demand patterns could shift.
⬤ Meta's trial of Google's custom accelerators feeds worries that rivals will challenge Nvidia's dominance in AI compute. Nvidia still controls about 90 % of the global market for AI chips and its position remains secure. Demand for AI compute keeps rising 50 - 70 % per year, a pace that outstrips Nvidia's current output. The new contenders are not taking share from Nvidia - they are entering a market that grows faster than any single supplier can match.
⬤ More companies now commit to building or buying dedicated AI hardware, a trend that could redraw the market map in the years ahead. The core fact stays the same - demand for AI infrastructure surges and firms race to secure chips. The day's price moves reflect both nerves about fresh competition and the wider belief that AI adoption speeds ahead of supply.
Marina Lyubimova
