Nvidia Leads AI Chip Market, But Rivals Intel, AMD and Tech Giants Pose Growing Threat
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Nvidia dominates the AI chip market, but faces potential challengers like Intel, AMD, and tech giants developing their own AI chips.
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Intel is expanding its GPU lineup to compete with Nvidia in data centers, and can bundle GPUs with its dominant Xeon CPUs.
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AMD's Instinct GPUs are gaining ground and aim to undercut Nvidia's pricing for AI workloads. Major cloud providers are testing AMD's chips.
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Google, Amazon, Meta and others are developing their own specialized AI chips to reduce reliance on Nvidia, which could threaten its growth.
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While Nvidia looks strong now, investors shouldn't assume it will maintain its commanding market share long-term as competitors emerge.