Nvidia Leads Pack as AI Compute Rivals Jockey for Position in 2024
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Nvidia will continue to dominate the AI compute market in 2024, though face increasing competition from AMD, Intel, and cloud providers' custom silicon. Its data center revenue growth will slow but offset by new services.
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AMD will gain server CPU and AI compute market share with its new MI300 GPUs and Epyc processors, competing directly with Nvidia and Intel.
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Intel's Xeon CPUs will cede some market share but its Gaudi 3 AI accelerators could find niche high-performance workloads if marketed properly.
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Microsoft has an opportunity to redefine personal computing with its vague "AI PC" push, using integrated AI acceleration from Intel, AMD, and Qualcomm.
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Key unknowns are where AI processing will happen, how fast custom chips will grow, and if Intel will split its manufacturing and product businesses.