Tuesday, February 13, 2024

g-f(2)1965 Navigating the Innovation Supernova Powering the AI Chip Space


genioux Fact post by Fernando Machuca and Claude


The race to supply chips powering surging AI workloads sees Nvidia maintaining dominance but facing escalating competition from rivals like AMD, several startups, and hyper-scale efforts as generative models drive enormous demand.

genioux GK Nugget

"Nvidia owns the data center when it comes to AI accelerators. It isn’t even a close race, from a market share, hardware, software, and ecosystem standpoint." — Fernando Machuca and Claude

genioux Foundational Fact

Nvidia enjoys roughly a 90% market share presently, but AMD's new MI300 chip and revamped software pose a credible threat to grabbing the #2 position. Meanwhile, custom silicon from Google, Microsoft, and Amazon promises to reshape internal infrastructures and cloud offerings.

Top 10 Relevant genioux Facts

  1. Nvidia's new chips and internal AI design tools will sustain market leadership despite encroaching rivals.
  2. Lack of transparency around performance claims weakens competitors' attempts to match Nvidia's credibility.
  3. Startups like Cerebras and Groq target niche high-performance segments for training and inference.
  4. AMD is forecasted to hit $10 billion in AI revenues over the next few years if execution matches potential.
  5. Success depends extensively on ecosystems spanning libraries, frameworks, and models built over years.
  6. Server CPU improvements make Intel a wildcard competitor if their next Gaudi accelerator impresses.
  7. Qualcomm provides surprisingly impressive inference price-performance serving mainstream clouds.
  8. Google's TPUv5 PODs showcase extremely rapid internal progress on custom solutions.
  9. New entrants struggle to match incumbents' software ecosystems nurtured through massive investments.
  10. Nvidia's willingness to explore custom partnerships recognizes shifting customer preferences.


The AI chip landscape promises intensifying competition with technology and business model innovations determining winners beyond just speeds and feeds.


The GK Article

Karl FreundAI Chip Vendors: A Look At Who’s Who In The Zoo In 2024, Forbes, February 13, 2024.

Karl Freund

Karl Freund is a contributor to Forbes, where he shares his insights on hardware and services being built to enable Artificial Intelligence¹. He is the founder and principal analyst of Cambrian-AI Research LLC¹. His articles primarily focus on technology and artificial intelligence, with a significant emphasis on NVIDIA and its CEO Jensen Huang¹. He also covers topics related to start-ups, government impact on the tech industry, and AI applications in various fields¹. Before his current role, he had a diverse career in the tech industry, including a stint at Qualcomm³. His clients include dozens of public and private semiconductor companies and investors, for whom he publishes research papers and provides marketing advice³..

Source: Conversation with Bing, 2/14/2024

(1) Karl Freund - Forbes. https://www.forbes.com/sites/karlfreund/.

(2) Karl Freund Bio - Qualcomm. https://www.qualcomm.com/content/dam/qcomm-martech/dm-assets/documents/karl_bio.pdf.

(3) Karl Freund - Wikipedia. https://en.wikipedia.org/wiki/Karl_Freund.

(4) Getty Images. https://www.gettyimages.com/detail/news-photo/czech-born-cinematographer-and-director-karl-freund-on-the-news-photo/3209230.

The categorization and citation of the genioux Fact post


This genioux Fact post is classified as Breaking Knowledge which means: Insights for comprehending the forces molding our world and making sense of news and trends.

Type: Breaking Knowledge, Free Speech

g-f Lighthouse of the Big Picture of the Digital Age [g-f(2)1813g-f(2)1814]

Angel sponsors                  Monthly sponsors

g-f(2)1965: The Juice of Golden Knowledge

GK Juices or Golden Knowledge Elixirs


genioux facts”: The online program on "MASTERING THE BIG PICTURE OF THE DIGITAL AGE”, g-f(2)1965, Fernando Machuca and ClaudeFebruary 13, 2024, Genioux.com Corporation.
The genioux facts program has established a robust foundation of over 1964 Big Picture of the Digital Age posts [g-f(2)1 - g-f(2)1964].

List of Most Recent genioux Fact Posts

genioux GK Nugget of the Day

"genioux facts" presents daily the list of the most recent "genioux Fact posts" for your self-service. You take the blocks of Golden Knowledge (g-f GK) that suit you to build custom blocks that allow you to achieve your greatness. — Fernando Machuca and Bard

February 2024

g-f(2)1938 Unlock Your Greatness: Today's Daily Dose of g-f Golden Knowledge (February 2024)

January 2024

g-f(2)1937 Unlock Your Greatness: Today's Daily Dose of g-f Golden Knowledge (January 2024)

Recent 2023

g-f(2)1936 Unlock Your Greatness: Today's Daily Dose of g-f Golden Knowledge (2023)

Featured "genioux fact"

g-f(2)2166 Unlock Your Greatness: Today's Daily Dose of g-f Golden Knowledge (March 2024)

  genioux Fact post by  Fernando Machuca  and  Claude Introduction: Welcome to March 2024's edition of "Unlock Your Greatness: Toda...

Popular genioux facts, Last 30 days