ARK: Don't just focus on NVIDIA, custom chips are the future's "big players."

Cathie Wood's ARK Invest investment management company recently predicted that NVIDIA will face increasingly fierce competition in the coming years, and by 2030, custom AI chips will occupy more than one-third of the computing market. Meanwhile, Google continues to position its tensor processing unit as a replacement for NVIDIA GPUs, and there are reports that Meta has agreed to lease TPUs for advanced AI development.