BREAKING
Nvidia Down 15% From May Peak
0
$
May peak /hr
0
$
recent low /hr
0
$
recent high /hr
Big Tech Builds Custom Chips
Google TPU
7th gen+
●
For its own cloud
Amazon Trainium
1M+ on AWS
●
Training and inference
Microsoft Maia 200
Azure
●
For GPT-5.2 and Copilot
OpenAI Jalapeño
Inference
●
~50% cost cut vs GPU
0
x
Micron share rise
Bottleneck Shifts to Memory
1
GPU shortage eases
↓
2
GPU prices fall
↓
3
HBM supply lags
↓
4
Memory becomes bottleneck
Nvidia's Market at a Turning Point
AI NEWS BLITZ
Nvidia has fallen fifteen percent from its May high as its own market shifts against it.