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