Nvidia vs. the Whole World: The world's most powerful AI
Nvidia Leads the AI Chip Industry
Holds 70–90% market dominance in AI chips worldwide. There is a very high demand for powerful GPUs for AI training.
The Market Cap Increases to Over $1 Trillion
In June, the market capitalization surpasses $1 trillion. The stock hits $549.91, its all-time high.
Nvidia's strategic moat is software.
The use of Cuda software promotes long-term success. leads in adoption and mindshare.
The Trailblazing Work of Nvidia in AI Development
invested more than 15 years ago in AI products. Establishes markets and outperforms rivals.
Increasing Dangers to Nvidia
Rivals AMD and Intel are ready for competition in the AI sector. Microsoft and Google, two hyperscalers, are creating their ASICs.
AI Graphics Accelerators' Versatility
GPUs from Nvidia, AMD, and Intel can handle a variety of AI workloads. ASICs are more effective but only suitable for certain AI tasks.
The Continued Technological Domination of Nvidia
Research pipeline for GPU leadership over the long run. In general, the technology works better than competitors.
AI's Future Is Centred on Inferencing
It is expected that inferencing will be the primary use case for AI computers.
Read More