Cathie Wood sees competition for Nvidia as ARK projects a custom silicon boom by 2030: Amazon is the ‘sleeping giant’ – Advanced Micro Devices (NASDAQ:AMD), Amazon.com (NASDAQ:AMZN)

Earlier this week, Cathie Hout emphasized the increasing competition for Nvidia Corp (NASDAQ:NVDA) as ARK Investment Management predicts that custom AI chips could control more than a third of the computer market by the end of the decade. ARK sees custom silicon reshaping the AI ​​computing market Frank Downingsaid ARK’s research director for the next-generation […]