英伟达对其首席执行官的调查，令这家全球市值最高的芯片公司本已不断增加的挑战又多了一重。其中之一是，民主党在中期选举中的巨大胜利可能拖慢美国人工智能基础设施建设的步伐，而这是英伟达芯片需求的一个关键来源。
Nvidia’s investigation of its CEO adds to a growing list of challenges facing the world’s most valuable chip firm. For one, huge Democrat wins in the midterm elections threaten to slow the pace of the AI infrastructure buildout in the US, a key source of demand for Nvidia’s chips.
竞争对手也在不断增多：亚马逊今年启动了谈判，拟向其他公司的数据中心提供其定制的人工智能芯片；谷歌正在加大其张量处理单元（TPU）的销售力度；Anthropic和OpenAI也都宣传其人工智能模型具备设计半导体的能力。除了这些巨头之外，一批芯片初创公司也在吸引创纪录水平的融资，试图将英伟达拉下王座。
Competitors are also proliferating: Amazon this year opened talks to offer its custom-made AI chips for use in others’ data centers, Google is ramping up its sales of its Tensor Processing Units, and both Anthropic and OpenAI have promoted their AI models’ abilities to design semiconductors. Beyond the giants, a wave of chipmaking startups are also attracting record levels of funding in a bid to dethrone Nvidia.
