AMD estimated there was a $45 billion market for data center artificial intelligence processors this year as it launched a new generation of AI chips on Wednesday.
Analysts estimate that Nvidia (NVDA.O) has captured roughly 80% of the AI chip market, when including the custom processors built by companies such as Alphabet's Google (GOOGL.O) and Microsoft (MSFT.O). Nvidia does not break out its AI revenue, but a significant portion is captured in the company's data center segment. So far this year, Nvidia has reported data center revenue of $29.12 billion.
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