Nvidia’s (NVDA) challengers are seizing a new opportunity to break the company’s dominance in AI chips following DeepSeek’s accelerated shift into AI computing requirements, Tim Bradshaw of The Financial Times reports. DeepSeek’s R1 and other reasoning models consume more computing resources than prior AI systems when a user makes a request, a process called “inference.” The focus of demand for AI computing has, until recently been on training or creating a model, but now inference is expected to become a greater portion of the technology’s needs as demand grows. This is creating an opportunity for competitors in the space, including Google (GOOGL), Amazon (AMZN), Microsoft (MSFT), and Meta (META).
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