Will a serious competitor to NVIDIA in the AI chip space emerge before EOY 2027?
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31 mar 24, 19:40 UTC1 gen 28, 05:59 UTC
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As of 2024, NVIDIA has 80% control over the global GPU semiconductor chip market.
- At its recent GTC 2024 (March 18-21, San Jose) the company unveiled its Blackwell chip series, the most powerful GPU optimized for AI.
- The chip houses 208B transistors, and delivers 5x the performance and 4x the memory of its predecessor.
- Current competitors include Intel, AMD, and startups on the horizon like Groq, founded by a developer of Google's TPU (tensor processing unit).
- Groq has developed an LPU (language processing unit) delivering faster, more efficient large language model performance.
- OpenAI is also reportedly exploring a massive chip company project, on the scale of trillions of dollars.