Nvidia has long been the default choice for companies training the massive AI models behind self-driving cars. But at least one startup is switching sides.
According to Moomoo (via Google News), the Japanese autonomous driving startup Turing is shifting its allegiance from Nvidia to rival chipmaker AMD. Turing is both adopting AMD's GPUs and securing investment from AMD, the report says.
GPUs — graphics processing units — are the specialized chips that power the heavy number-crunching required to train and run modern AI systems. Nvidia dominates this market, and its chips are widely considered the industry standard for demanding AI workloads. That dominance is exactly what makes a defection notable.
The Moomoo headline frames the move as a pointed question: has Nvidia "fallen out of favor?" Turing's decision to pair a hardware commitment with an investment relationship suggests a deeper partnership with AMD rather than a one-off purchase.
The available source does not specify how many chips Turing is buying, the size of AMD's investment, or the timeline for the transition. It also does not detail Turing's technical reasons for the switch.
Why it matters: Nvidia's grip on AI hardware has made it one of the most valuable companies in the world, so any sign that customers are willing to choose a competitor like AMD is closely watched as a possible crack in that dominance.