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AI chip war enters new phase as Nvidia challengers step up offensive

Big cloud companies are stepping up attacks on the AI chip market dominated by Nvidia, extending efforts from inference into model training. Meta signs a multiyear deal to rent Google’s TPU and discusses bringing TPU into its data centres from next year. Amazon strengthens cooperation with OpenAI around AWS and its Trainium chip. Nvidia plans to unveil a new inference-focused chip in March and outlined an AI-native 6G vision using AI-RAN.