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M.Mamoon Khan
CoreWeave warned investors that moving away from NVIDIA GPUs would require major time and capital investment.
The company noted customer demand shifts could force it to secure alternatives, but this may affect its ability to deliver products.
OpenAI, one of CoreWeave’s largest clients, has already developed its own AI accelerator with Broadcom, hinting at reduced reliance on NVIDIA.
Do you think NVIDIA’s dominance in AI chips is starting to face real cracks?
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