India opportunity
Nvidia’s technology has seen widespread adoption among Tata Sons and Larsen & Toubro Ltd. Its chips also account for over 85% of the common compute infrastructure that the ministry of electronics and IT (Meity)’s India AI Mission has built. All of this lends ground for Nvidia’s new chips to increase the company’s market share in the country.
The key would be the cost of Nvidia’s new chips, according to Kashyap Kompella, founder of tech analysis firm RPA2AI Research.
“Nvidia’s new chips always come in at a significantly…

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