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Nvidia Slides as Custom Chip Rivalry Intensifies Shares Rank Second in 37.38B Market Activity

Generated by AI AgentAinvest Volume Radar

Friday, Sep 5, 2025 9:08 pm ET1min read

Aime Summary

- Nvidia fell 2.7% on Sept 5, 2025, with $37.38B volume, as Broadcom’s $10B OpenAI chip deal intensified AI hardware competition.

- Tech giants like Alphabet and Amazon are developing custom processors, challenging Nvidia’s GPU dominance in AI optimization.

- HSBC warned custom silicon could outpace Nvidia’s GPU growth by 2026, while Beth Kindig projected $75B quarterly data-center revenue by late 2026.

- Risks include next-gen GPU energy demands and potential hyperscaler spending slowdowns, despite Nvidia’s transition to rack-scale integration.

, 2025, , ranking second in market activity. , intensifying competition in . Analysts noted that tech firms like Alphabet, AmazonAMZN--, and MetaMETA-- are increasingly developing proprietary processors to optimize AI performance, potentially challenging Nvidia's dominance in general-purpose GPUs.

, adding pressure on . Despite a strong Q2 earnings report, , . , . However, .

, a , . , driven by demand for advanced . Kindig emphasized Nvidia's transition from a chip-focused company to a "" player integrating hardware, networking, and software. .

. A single-ticker or simplified proxy (e.g., . For instance, . .

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