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   Taking on Nvidia
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   Plus: An urgent call for AI disruption safeguards.
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          Tuesday, July 14, 2026
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           What tech companies actually mean when they say they're challenging Nvidia
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          Every few weeks, another 
company announces it is "taking on Nvidia." The framing is consistent. The ambitions behind it are not.
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          Some companies are designing chips built only for inference, the job of answering a question or generating an image once a model is already trained. Others want something more ambitious: control over the entire pipeline, from chip design to the factory that builds it.
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          Plenty of others fall somewhere between those two extremes and chase narrower goals, such as cutting a specific cost or 
trimming their dependence on one supplier. Almost none are attempting a full-spectrum replacement of Nvidia across training, inference, and the open market.
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          The distinction matters because companies now trying to cut into Nvidia's dominant position in the chips market aren't all chasing the same prize. The only way to tell them apart is to look at what each one actually wants, not at the headline that lumps them together.
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                                 <!--[if mso]><a href="https://www.ne16.com/t/10975800/222404108/10164881/2/1009235/?f5d63f87=REIlMjAwNy0xNA&x=42696e5c" target="_blank" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 18px; font-weight: bold; border: none; display: block; ">Explore Disney+ 
bundles</a><![endif]-->
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         <h1 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:24px;font-weight:bold">
          <span style="font-size:24px;font-family:Arial">
           Today's Poll
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        <td class="td100" colspan="6" style="width:100%;vertical-align:middle;text-align:center;font-size:16px;font-family:Arial,Helvetica,sans-serif">
         <div class="editor-email-poll" data-pollid="c9909df7-cd0e-4c67-aa10-7111539d6fb9">
          <h2 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:20px;font-weight:bold">
           Can anyone eat into Nvidia's market share?
          </h2>
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           <br/>
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          <div class="editor-poll-answers classic">
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               <table align="center" border="0" cellpadding="0" cellspacing="0" style="border:none;border-spacing:0;border-collapse:collapse;mso-table-lspace:0;mso-table-rspace:0;mso-margin-top-alt:0px;mso-margin-bottom-alt:0px;mso-padding-alt:0px 0px 0px 
0px;margin-left:auto;margin-right:auto" width="100%">
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                   <a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: 
#FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: 1px solid #105C8E; display: block; " target="_blank">
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                       <table align="center" bgcolor="#105C8E" cellpadding="0" cellspacing="0" style="-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;margin-left:auto;margin-right:auto" width="100%">
                        <tbody>
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                          <td align="center" bgcolor="#105C8E" style="text-align:center;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-size:16px;font-family:Arial,Helvetica,sans-serif">
                           <!--[if !mso]><!-->
                           <a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">
                            Yes. Competition is growing fast
                           </a>
                           <!--<![endif]-->
                           <!--[if mso]><a 
href="https://www.ne16.com/t/10975800/222404108/10165820/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwNy0xNA&x=f963e741" target="_blank" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">Yes. Competition is growing 
fast</a><![endif]-->
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               <table align="center" border="0" cellpadding="0" cellspacing="0" style="border:none;border-spacing:0;border-collapse:collapse;mso-table-lspace:0;mso-table-rspace:0;mso-margin-top-alt:0px;mso-margin-bottom-alt:0px;mso-padding-alt:0px 0px 0px 0px;margin-left:auto;margin-right:auto" width="100%">
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                      <td align="center" bgcolor="#105C8E" style="text-align:center;vertical-align:middle;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-size:16px;font-family:Arial,Helvetica,sans-serif" valign="middle">
                       <table align="center" bgcolor="#105C8E" cellpadding="0" cellspacing="0" style="-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;margin-left:auto;margin-right:auto" width="100%">
                        <tbody>
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                          <td align="center" bgcolor="#105C8E" style="text-align:center;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-size:16px;font-family:Arial,Helvetica,sans-serif">
                           <!--[if !mso]><!-->
                           <a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">
                            No. Nvidia controls the chip ecosystem
                           </a>
                           <!--<![endif]-->
                           <!--[if mso]><a 
href="https://www.ne16.com/t/10975800/222404108/10165821/1/1009235/?abb9e380=NGYzZmQyODYtMmZhOS00YzdjLWFkYzktMzQyOGNhZmI3ZDBl&f5d63f87=REIlMjAwNy0xNA&x=b00fcb5c" target="_blank" style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 16px;  border: none; display: block; ">No. Nvidia controls the chip 
ecosystem</a><![endif]-->
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              President Donald Trump said the fee would cover U.S. security costs in the waterway but gave no detail on how it would be 
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              California Attorney General Rob Bonta says the $110 billion deal would raise prices and cut content by giving two firms 60% control of the top film market. Federal regulators cleared the deal last month without conditions.
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              Shares in the memory chipmaker fell 15.4% as investors booked profits following last week's U.S. listing, which raised more than $26 billion.
Investors were also disappointed by weaker-than-expected shipments of its HBM4 memory chips.
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              The social media giant is growing its Louisiana facility to five times its original
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