Nvidia and Microsoft Lead surging AI Chip Market; AMD and TSMC Follow
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Nvidia is dominating the AI chip market with over 90% share with its H100 and new H200 data center GPUs. It's part of the new "AI 5".
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Microsoft invested $10 billion in OpenAI and is integrating its AI into Windows, Office 365, Bing, Edge, and Azure to boost productivity.
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AMD's new MI300 GPUs and APUs are rivaling Nvidia and powering supercomputers and potentially Tesla's autonomous driving.
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Taiwan Semiconductor Manufactures over 50% of the world's chips including advanced GPUs for AI. Its revenue is expected to grow 22% in 2024.
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Broadcom is developing AI tech across its networking, cybersecurity, and cloud software businesses. Its pending VMware acquisition will boost revenue 40% in 2024.