Monday, August 28, 2023

How Nvidia Built a Competitive Moat Around A.I. Chips

Impressive!

"Nvidia has established a dominant position in the AI chip market, accounting for over 70% of sales and holding a significant role in training generative AI models. This dominance has been achieved through early recognition of AI trends, tailoring chips for complex AI tasks, and developing key software for AI development. Nvidia's strategy also includes offering customers access to specialized computers, computing services, and other tools, effectively making it a one-stop shop for AI development. Despite competition from tech giants like Google, Amazon, Meta, and IBM, Nvidia's market position remains strong, with a recent projection of a 64% leap in quarterly revenue and a market capitalization surpassing $1 trillion, making it the world's most valuable chip maker." Last Week in AI

How Nvidia Built a Competitive Moat Around A.I. Chips - The New York Times (behind paywall)

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