Big Tech’s In-House AI Chips: A Threat to Nvidia’s Data Center Revenue



Nvidia Corporation (NVDA) has long been the dominant player in the AI-GPU market, particularly in data centers with paramount high-compute capabilities. According to Germany-based IoT Analytics, NVDA owns a 92% market share in data center GPUs. Nvidia’s strength extends beyond semiconductor performance to its software capabilities. Launched in 2006, CUDA, its development platform, has been […]



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