Nvidia might actually lose in this key part of the AI chip business
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- Inference made up 40% of Nvidia's $26.3 billion Q2 data center revenue.
- Inference computing demand will increase as AI matures.
- Companies like Groq and Cerebras are launching inference chips to compete with Nvidia.
In AI hardware circles almost everyone is talking about inference.
Nvidia CFO Colette Kress said on the company's Wednesday earnings call that inference made up roughly 40% of Nvidia's $26.3 billion in second-quarter data center revenue.
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