Investing
Citi says Nvidia will have a 90%+ market share in AI chips market
© Reuters. Citi says Nvidia will have a 90%+ market share in AI chips market
Nvidia (NASDAQ:) is poised to dominate the AI chips market in a way that Intel (NASDAQ:) previously dominated the servers market, Citi analysts wrote in a client note.
The analysts weighed in on the results of AI chips testing performed by MosaicML, an AI startup. The results showed that AMD’s (NASDAQ:) MI250 AI chip was 80% as fast as Nvidia’s previous generation A100 AI chip.
“We expect a similar advantage of NVDA’s H100 vs AMD’s MI300 and we continue to expect NVDA to have a substantial advantage in AI performance and share versus AMD going forward given superior speed and ecosystem,” they said in a client note.
“We expect NVDA to have at least 90% share of AI graphics going forward as the scenario is reminiscent of Intel vs AMD ten years ago when Intel had better performance and ecosystem and over 90% share.”
Read the full article here
-
Side Hustles6 days ago
Mark Zuckerberg Is Now Second Richest Person in the World
-
Investing6 days ago
Nvidia CEO Jensen Huang: Demand For Blackwell AI Is Insane
-
Side Hustles6 days ago
Meta Previews Movie Gen, AI Tools That Turn Dreams to Videos
-
Investing4 days ago
Hurricane Helene Hits Spruce Pine Mine, Quartz Used for Tech
-
Investing5 days ago
Israel stocks lower at close of trade; TA 35 down 0.23% By Investing.com
-
Investing6 days ago
BCA says investors should fade the real estate rally By Investing.com
-
Passive Income6 days ago
Learn a New Language with This Fresh Approach
-
Passive Income5 days ago
Go Paperless with the PDF Reader Pro for $49.99