NVIDIA Loses Ground With AI Engineers as Cooling and Power Costs Push Hyperscalers Toward Custom ASICs, Evercore Warns

20.05.2026 в 17:52,
Hard news

While AI GPU giant NVIDIA's chips are widely believed to offer superior total cost of ownership (TCO) compared to custom AI chip alternatives, analysts from Evercore ISI believe that AI engineers are

unimpressed by them. NVIDIA CEO Jensen Huang has defended his firm's AI chip price points on multiple occasions by claiming that they offer better performance efficiency compared to peers. However, ac ...

Автор: wccftech.com
Источник: https://wccftech.com/nvidia-loses-ground-with-ai-engineers-as-cooling-and-power-costs-push-hyperscalers-toward-custom-asics-evercore-warns/
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