Nvidia will compete for chip market share with the cloud players, says BofA's Vivek Arya

Vivek Arya, BofA Securities senior semiconductor analyst, joins ‘The Exchange’ to discuss Microsoft’s chip manufacturing pursuit, the early stages of generative A.I. and large data models, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi 

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