[ARK: Don't Just Focus on NVIDIA, Custom Chips Are the Future's 'Big Players'] Jin10 Data, March 2 — Cathie Wood's ARK Invest recently predicted that NVIDIA will face increasingly fierce competition in the coming years. By 2030, custom AI chips are expected to account for more than one-third of the computing market. Meanwhile, Google continues to position its Tensor Processing Unit (TPU) as an alternative to NVIDIA's GPUs, and reports indicate that Meta has agreed to lease TPUs for advanced AI development.