Nvidia’s Power and Pushback

- Nvidia’s valuation and demand have surged, with reports noting a market cap approaching $5 trillion driven by AI accelerator dominance. - Customers and cloud providers are exploring alternatives—Alphabet’s custom chips and other suppliers are being discussed as escape routes from Nvidia dependence. - Observers warn agentic workloads change data‑center bottlenecks toward scheduling, interconnects and storage, making infrastructure design as strategic as raw GPU performance. (whalesbook.com) (datacenterknowledge.com)