Benzinga Cathie Wood Sees Competition For Nvidia As ARK Projects Custom Silicon Boom By 2030: Amazon Is The 'Sleeping Giant'
Cathie Wood warned that rising competition from custom AI chips—led by players like Amazon.com Inc. and Alphabet Inc.—could challenge Nvidia's dominance, as ARK projects custom silicon may capture over one-third of the compute market by 2030. Importance Rank: 1 read more