Strategy Pivot: As companies like Amazon, Microsoft, and Google invest in their own competing AI chips, Nvidia is reportedly feeling the heat. The chipmaker is now striking multibillion-dollar deals in the Middle East and ramping up investments in “neoclouds” to further diversify its sales channels.
https://www.ft.com/content/2ba1d064-242d-4a2a-a381-374d9643e23a