"Nvidia ( NASDAQ:NVDA ) has maintained a long head start in artificial intelligence (AI) chips, rapidly advancing to the forefront and solidifying its dominance as the primary driver of the AI revolution. The company's early focus on graphics processing units adapted for AI workloads allowed it to capture the majority of the market for data center accelerators and become the face of the AI boom."
"In contrast, Advanced Micro Devices ( ) entered the AI chip space much later, effectively starting from a minimal base around two years ago with the launch of its Instinct MI300X in late 2023. Yet recent developments show AMD has quickly narrowed the gap , achieving competitive performance in certain AI applications and positioning itself to potentially overtake Nvidia in key areas."
"Nvidia continues to hold the top position in AI chips, commanding a substantial market share that dwarfs competitors. Estimates place Nvidia's share of the data center GPU market at around 92%, a level it is likely to maintain for years due to its established ecosystem and customer lock-in through proprietary software like CUDA. This dominance stems from consistent innovation and high demand for its products, such as the Blackwell chips, which have seen strong uptake in training large AI models."
Nvidia holds an entrenched lead in AI chips, capturing the majority of the data-center accelerator market through GPU innovations and ecosystem advantages like CUDA. Estimates place Nvidia's data-center GPU share near 92%, driven by strong demand for products such as Blackwell. AMD entered the AI accelerator space later, launching the Instinct MI300X in late 2023 and rapidly narrowing performance gaps in some AI workloads. AMD's advances target cost-conscious buyers and proponents of open standards. Nvidia unveiled the Rubin platform and Vera Rubin chip to extend beyond Blackwell, aiming to cut inference token costs and reduce GPUs needed for complex training.
Read at 24/7 Wall St.
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