SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : NVIDIA Corporation (NVDA)
NVDA 134.50+3.6%2:12 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Frank Sully8/6/2021 5:51:06 PM
   of 2632
 
Nvidia has absolutely trounced AMD in this vital chip area

By Sead Fadilpašic about 7 hours ago

AI is the future and Nvidia knows it

Despite the competition coming in droves, Nvidia has managed to maintain its leading position in the global market for Artificial Intelligence (AI) chips used in cloudand data centers.

Nvidia has also managed to maintain a large gap between itself and the rest, according to a new report from technology research firm Omdia, which claims that it took 80.6% of the market share of global revenue in 2020.

Last year, the company generated $3.2 billion in revenue, up from $1.8 billion the year before. The bulk of its earnings came from GPU-derived chips, for which Omdia says are the leading type of AI processors used in cloud and data center equipment.

Whether or not Nvidia keeps its dominant position in the future remains to be seen, as Omdia expects the market for AI processors to quickly grow and attract many new suppliers. Global market revenue for cloud and data center AI processors rose 79% last year, hitting $4 billion.

By the time we reach 2026, the company expects revenue to increase ninefold, to $37.6 billion.

For Jonathan Cassell, principal analyst, advanced computing, at Omdia, one advantage Nvidia has over the competition is its familiarity among the clients.

“NVIDIA’s Compute Unified Device Architecture (CUDA) Toolkit is used nearly universally by the AI software development community, giving the company’s GPU-derived chips a huge advantage in the market," he noted.

"However, Omdia predicts that other chip suppliers will gain significant market share in the coming years as market acceptance increases for alternative GPU-based chips and other types of AI processors.”

Growing competition

Omdia sees Xilinx, Google, Intel and AMD as the biggest contenders for at least a larger piece of the AI pie. Xilinx offers field-programmable gate array FPGA products, Google’s Tensor Processing Unit (TPU) AI ASIC is employed extensively in its own hyperscale cloud operations, while Intel’s racehorse comes in the form of its Habana AI proprietary-core AI ASSPs and its FPGA products for AI cloud and data center servers.

AMD, currently ranked fifth, offers GPU-derived AI ASSPs for cloud and data center servers.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext