Nvidia’s dominance in the AI market has left Intel and AMD vying for the second position. The tech giant Nvidia has been leading the AI market, thanks to its high-performance GPUs that are extensively used in AI applications.
Intel, known for its CPUs, has been focusing on AI chips and has recently unveiled a working version of Gaudi 3, a chip aimed at rivaling Nvidia in the data center AI market.
On the other hand, AMD has launched a new AI chip, the MI300X, which is designed to disrupt Nvidia’s long-standing dominance. The MI300X GPU boasts a performance that eclipses the competition by 1.4 to 1.6 times in the inference market, posing a direct challenge to Nvidia’s hegemony.
Despite the competition, Nvidia continues to lead the AI market. Its data center business witnessed a staggering 427% year-on-year revenue growth in the first quarter. The company achieved dominance by recognizing the AI trend early and becoming a one-stop shop offering chips, software, and access to specialized computers.
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