Bolt Challenges Nvidia With a Focus on Cutting-Edge Graphics (opens in new tab)

The last decade of Nvidia’s history was among the most consequential stories in technology, ever. The company’s stock price has increased over 200-fold since 2016, and, according to data tracked by Epoch AI, deployed Nvidia AI compute capacity has surged to 225 times greater than the first quarter of 2021. Yet Nvidia may in some ways be a victim of its own success. Its dominance in AI has led to GPU designs that prioritize tensor units and low precision math. These decisions make sense for AI...