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New York Times

Amazon and Google Eat Into Nvidia’s A.I. Chip Supremacy

The Rivals Made Billions of Dollars in the Business over the Past Year, Showing Other Companies that Nvidia isn’t the Only Game in Town

In the three years since the artificial intelligence boom began, the one thing that has been safe to assume is that almost every big A.I. project starts with chips from Nvidia. But last year, two of the tech industry’s most powerful companies — which also happen to be two of Nvidia’s biggest customers — made small but meaningful dents in Nvidia’s seemingly insurmountable business.