![]() ![]() Justice Department to launch a civil antitrust lawsuit for what it believes are examples of anticompetitive and exclusionary conduct. In fact, Google’s dominance is so far-reaching, it has led the U.S. Google is ubiquitous in the daily lives of billions of people around the world, with leading positions in online search, maps, and other services. Visualizing Google’s Search Engine Dominance It’s not hard to see why: ChatGPT reportedly runs on 10,000 Nvidia A100 chips, which would carry a total price tag of around $100 million dollars.Īs more AI models are developed, the infrastructure that powers them will be a huge revenue opportunity. ![]() Going forward, all three companies have indicated they plan to increase their AI offerings. Its Sapphire Rapids processor faced years of delays due to a complex design and numerous glitches. The company is better known for making traditional CPUs, and its foray into the AI space has been fraught with issues. In contrast, Intel has seen yearly revenue declines and has virtually no market share in AI chips. More memory reduces the amount of GPUs needed, and could make AMD a stronger contender in the space. However, AMD has recently put a focus on AI, announcing a new MI300X chip with 192GB of memory compared to the 141GB that Nvidia’s new GH200 offers. Its MI250 chip was found to be 80% as fast as Nvidia’s A100 chip. AMD, the latter company has seen slower growth and less revenue. After hitting a $1 trillion market cap earlier in 2023, the stock continues to soar. The company achieved dominance by recognizing the AI trend early, becoming a one-stop shop offering chips, software, and access to specialized computers. Nvidia’s Data Center revenue has quadrupled over the last two years, and it’s estimated to have more than 70% of the market share for AI chips. ![]() We have included revenue from the AXG group in the Data Center revenue for quarters prior to 2023 except for Q1 and Q2 2022, where revised Data Center revenue was provided by Intel. Intel integrated its Accelerated Computing Systems & Graphics (AXG) group into its Data Center Group in 2023. In cases where revenue was revised at a later date, we have used the latest available revision. The latter are preferred for AI because they can perform many simple tasks simultaneously and efficiently.īelow, we show how quarterly Data Center revenue has grown for Nvidia vs. The Data Center segment includes chips like Central Processing Units (CPUs), Data Processing Units (DPUs), and Graphic Processing Units (GPUs). While the companies don’t report revenue for their AI chips specifically, they do share revenue for their Data Center segment. In this graphic, we use earnings reports from each company to see their revenue over time. If we compare to other American competitors, what do the AI chip sales of Nvidia vs. The company reported record revenue in its second quarter earnings report, with sales of AI chips playing a large role. Nvidia has become an early winner of the generative AI boom. ![]()
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