Why “Private Deployment + Multi-Vendor Approach” Becomes the New Moat Amidst Turbulent AI Hardware Landscape
1. Core News: Intensifying Hardware Competition – Qualcomm and Google Attempt to Shake NVIDIA’s AI Throne Recently, multiple manufacturers are accelerating their layout in AI infrastructure.Qualcomm has announced its AI200 / AI250 chips, officially targeting the traditional data center and edge inference markets. At the same time,Google’s hardware and TPU service strategy is also seen … Read more