Nvidia’s competitors falter in AI chip war

TL;DR Breakdown

  • Nvidia continues to dominate the AI chip industry, even as rivals like AMD attempt to catch up.
  • AMD’s new AI chip, the MI300X, failed to impress, leaving Nvidia’s lead unchallenged.
  • Other companies, like Broadcom and Marvell, anticipate a boost from the AI boom, but not in the market dominated by Nvidia.

In the rapidly evolving landscape of the artificial intelligence chip industry, Nvidia continues to distance itself from its competitors. This divide became even more pronounced in the wake of Nvidia’s unexpected sales surge, as rivals scramble to gain ground.

AMD’s foray into AI chips fails to impress

Nvidia’s key competitor, AMD, recently unveiled its latest AI chip, the MI300X, aiming to close the gap with the former. This new offering is a reflection of the industry’s trend towards combining diverse technologies for optimal data processing, crucial in generative AI’s big data requirements.

This chip, armed with a GPU – originally a video gaming innovation, but now the backbone of the company’s success – also comes equipped with a general-purpose CPU and inbuilt memory for both processors.

Despite AMD’s claims of the MI300X surpassing Nvidia’s flagship H100 in various aspects, they fell short of showcasing any prospective customers contemplating this chip.

Moreover, AMD stressed the chip’s capacity for AI inferencing, instead of training, the latter being a significant driver behind Nvidia’s ballooning sales. Furthermore, AMD won’t kickstart the new chip’s production until this year’s end, paving the way for Nvidia to retain its significant lead.

Bernstein analyst Stacy Rasgon opines that when AMD’s new chip hits the market next year, Nvidia’s H100 will have been available for 18 months, further solidifying its advantage.

With AMD considerably behind, Rasgon speculates they might secure the AI market’s leftovers, which might be sufficient to sustain Wall Street’s current bullish outlook on AMD’s shares.

Patrick Moorhead, analyst at Moor Insights & Strategy, concurs, “Nvidia is the clear winner in this round of the AI chip wars.”

Nvidia maintains dominance amidst Wall Street speculation

Following Nvidia’s astounding sales forecast last month, Wall Street was abuzz with speculation about which chip companies could ride the AI wave.

Companies like AMD, Broadcom, and Marvell saw a combined $99bn or 20% boost in their stock market value. However, the AI sales they anticipate aren’t expected to rival Nvidia’s market share.

Broadcom, for instance, is likely to capitalize on increasing demand for its data communication products and partnership with Google on an in-house data center chip, the TPU.

Still, while these companies are hopeful of a boost from generative AI, none seem poised to shake Nvidia’s dominance. In fact, as AMD’s new chip underwhelmed investors, the company’s stock market value soared past the $1tn mark again.

The processors used for training and applying large AI models are witnessing an explosive demand surge and generating the most stock market excitement.

As other companies struggle to match Nvidia’s advanced AI chips, they hope that the generative AI market’s evolution will bolster demand for other processor types.

AMD CEO Lisa Su believes the AI accelerator market – GPUs and other specialized chips designed to accelerate data-intensive processing – will catapult from $30bn this year to over $150bn in 2027.

Despite this, the rapid shifts in data center demands, largely driven by services like ChatGPT, have left chip manufacturers struggling to predict their markets’ evolution. As per Rasgon, CPU sales could even dip in the coming years as customers prioritize investment in AI accelerators.

Disclaimer: The information provided is not trading advice. Cryptopolitan.com holds no liability for any investments made based on the information provided on this page. We strongly recommend independent research and/or consultation with a qualified professional before making any investment decision.

文章来源于互联网:Nvidia’s competitors falter in AI chip war

Disclaimers:

1. You are solely responsible for your investment decisions and this info is not liable for any losses you may incur.

2. The copyright of this article belongs to the writer, it represents the writer's opinions only, not represents the site's ones. Not financial advice.

Previous 2023年6月18日 10:12
Next 2023年6月18日 11:14

Related articles

  • Chinese business travelers embrace cryptocurrency for air tickets

    TL;DR Breakdown China’s digital yuan partnership with China Merchants Bank and Civil Aviation Administration revolutionizes air travel. People’s Bank of China aims for the widespread adoption of digital yuan in public transportation and logistics. Momentum builds as digital yuan payments are integrated into railway, metro, and bus systems. Description The digital yuan, China’s central bank-issued cryptocurrency, has taken to the skies with its latest partnership. A strategic alliance between China Merchants Bank and the Civil Aviation Administration has given birth to the cutting-edge e-CNY platform, catering to the needs of both business travelers and jetsetters alike. Launched on July 18 with much fanfare, the … Read more The digital yuan, China’s central bank-issued cryptocurrency, has taken to the skies with its latest partnership. A strategic alliance between China Merchants Bank and the Civil Aviation Administration has given birth to the cutting-edge e-CNY platform, catering to the needs of both business travelers and jetsetters alike. Launched on July 18 with much fanfare, the platform has opened up exciting possibilities for Chinese business travelers. Notably, it enables them to seamlessly purchase plane…

    Article 2023年7月22日
  • Thailand’s KBank launches $100 Million fund for Web3 and AI startups

    TL;DR Breakdown Thailand’s KBank has launched a $100 million venture capital fund, KXVC, managed by its tech subsidiary Kasikorn Business Technology Group, to invest in Web3 and AI startups globally. The fund aims to counter the declining investment volumes in the crypto venture capital market by focusing on high-growth startups in emerging technology sectors. KXVC’s global focus, covering the Asia Pacific, the U.S., the EU, and Israel, positions KBank as a leader in technological innovation and could set the stage for future advancements in Web3 and AI. Description Thailand’s financial giant, Kasikorn Bank, commonly known as KBank, has made a new move by earmarking $100 million for a venture capital fund. This fund, known as KXVC, is an initiative spearheaded by the bank’s technological division, Kasikorn Business Technology Group (KBTG). With a global reach that includes the Asia Pacific region, the United States, … Read more Thailand’s financial giant, Kasikorn Bank, commonly known as KBank, has made a new move by earmarking $100 million for a venture capital fund. This fund, known as KXVC, is an initiative spearheaded by the…

    Article 2023年9月15日
  • Elon Musk’s stand on the ties between White House and BlackRock

    TL;DR Breakdown Elon Musk and US Presidential candidate Vivek Ramaswamy give their thoughts on the relationship between the White House and BlackRock. Elon Musk draws attention to the reported close ties between the White House and BlackRock, highlighting the importance of disclosure and oversight. These interactions could lead to favoritism, conflicts of interest, and a loss of public confidence; as a result, both governmental and financial institutions need to uphold ethical standards. Description Elon Musk, the enigmatic CEO of SpaceX and Tesla, has made news again with his comments on the White House’s apparent ties to BlackRock, the largest financial management firm in the world. Musk’s tweets and public statements expressing concern about the potential influence that BlackRock might have over government policies and decisions sparked a heated … Read more Elon Musk, the enigmatic CEO of SpaceX and Tesla, has made news again with his comments on the White House’s apparent ties to BlackRock, the largest financial management firm in the world. Musk’s tweets and public statements expressing concern about the potential influence that BlackRock might have over government…

    Article 2023年7月18日
  • Former SEC and CFTC chairs call for collaborative approach to crypto regulation

    TL;DR Breakdown Former SEC and CFTC chairs, Clayton and Massad believe there are better approaches for regulating cryptocurrencies than litigation. They argue that lawsuits cannot address the need to adjust existing laws to accommodate the unique nature of digital tokens. Clayton and Massad emphasize the importance of establishing clear regulatory frameworks for the crypto market instead of relying solely on enforcement. Description Former SEC Chair Jay Clayton and former CFTC Chair Timothy Massad have expressed their belief that there are better paths for regulating the cryptocurrency industry than litigation. In a recent article published in the Wall Street Journal, they argue that lawsuits cannot adequately address the need for adjusting existing laws to accommodate the unique characteristics … Read more Former SEC Chair Jay Clayton and former CFTC Chair Timothy Massad have expressed their belief that there are better paths for regulating the cryptocurrency industry than litigation. In a recent article published in the Wall Street Journal, they argue that lawsuits cannot adequately address the need for adjusting existing laws to accommodate the unique characteristics of digital tokens. According to…

    Article 2023年7月9日
  • Court Temporarily Blocks Consent for Additional Charges in SBF’s US Indictment

    TL;DR Breakdown Bahamian court temporarily blocks consent for extra charges in the US indictment against Sam Bankman-Fried, co-founder of FTX. The decision introduces potential trial delays and adds uncertainty to the legal proceedings, creating a twist in the high-profile case. In a recent twist to the ongoing legal battle surrounding cryptocurrency entrepreneur Sam Bankman-Fried, a Bahamian court has issued a temporary order blocking the government from granting consent to additional charges added to Bankman-Fried’s US indictment. The FTX co-founder had sought the dismissal of these charges, arguing that they were not part of his agreement to return from the Bahamas to face US prosecution.  Contents hide 1 Bahamian Court Grants Sam Bankman-Fried Review of US Charges 2 Uncertain Impact on US Prosecution as Bahamian Decision Raises Possibility of Delay 3 Bankman-Fried’s Legal Strategy and Background on the Case 4 Conclusion Bahamian Court Grants Sam Bankman-Fried Review of US Charges In a recent development in the legal saga surrounding cryptocurrency entrepreneur Sam Bankman-Fried, a Bahamian court has issued a temporary order blocking the nation’s government from consenting to charges added to…

    Article 2023年6月17日
TOP