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There is little doubt that Nvidia (NVDA)is currently the leading company in artificial intelligence (AI) computing infrastructure, after many years of capital investments. But can Nvidia maintain its lead, or will its current dominance be challenged? Lately, there is evidence that a few competitors are poking their heads up over their foxholes. To understand whether these companies are legitimate challengers to Nvidia’s crown, we first need to understand the basics of how an AI supercomputer works. In simple terms, an AI supercomputer is a cluster of graphic processing units (GPUs) doing lots …

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