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Nvidia will continue to outrageously dominate HBM allocations with AMD, Intel and Microsoft getting just crumbs in the AI race
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Nvidia will continue to outrageously dominate HBM allocations with AMD, Intel and Microsoft getting just crumbs in the AI race

Nvidia stays king of AI chips, buying millions of HBM from Samsung in 2026 Google’s TPU push makes it Nvidia’s closest rival for...