木头姐：别只盯着英伟达，定制芯片才是未来的“大玩家”

Core Viewpoint - ARK Invest predicts that Nvidia will face increasing competition in the coming years, with custom AI chips expected to capture over one-third of the computing market by 2030 [1] Group 1: Competitive Landscape - Nvidia is anticipated to encounter intensified competition as companies like Google position their Tensor Processing Units (TPUs) as alternatives to Nvidia's GPUs [1] - Meta has reportedly agreed to lease TPUs for advanced AI development, indicating a shift towards alternative solutions in the AI chip market [1]