<p>➀ The rise of ASICs in the capital market is challenging the dominance of GPUs in AI computing;</p><p>➁ ASICs and GPUs are both semiconductor chips used for computing, with ASICs being dedicated to specific tasks;</p><p>➂ The performance and efficiency of ASICs are highly matched to the task algorithms, making them more reliable and energy-efficient than general-purpose chips like GPUs;</p><p>➃ NVIDIA's GPUs have a strong market position due to their performance, ecosystem, and integration capabilities, but the rise of ASICs presents opportunities for diversification in AI computing.</p>