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Ross acknowledged Nvidia's near-undisputed position but argued that the inference market’s growth—spurred by cloud and edge applications—opens opportunities for competitors. Tesla is particularly noteworthy, as their AI-driven vehicles and humanoid robots might become significant players outside traditional data centers.
The Future Landscape: Winners and Fading Giants
Looking ahead, Ross sees a dynamic evolution, where some existing giants will maintain their footing, and others may fade. He expects companies like Microsoft, Apple, Google, OpenAI, and XAI to continue shaping the AI decade, with each adapting to new market realities.