Nvidia reveals new A.I. chip, says costs of running LLMs will ‘drop significantly’::Currently, Nvidia dominates the market for AI chips, with over 80% market share, according to some estimates.
Nvidia reveals new A.I. chip, says costs of running LLMs will ‘drop significantly’::Currently, Nvidia dominates the market for AI chips, with over 80% market share, according to some estimates.
They definitely do and I think NVIDIA doesn’t want their money to come customers who DIY build PC towers.
I don’t think NVIDIA minds the money they get from the DIY builders market, but they get a lot more money from OEMs. They shouldn’t neglect the DIY market, though. If the enthusiasts stop recommending their GPUs then big OEMS will eventually drop them too.
AI is just in a gold rush right now. Companies are throwing around piles of money to develop it.
Intel are the real black horse to watch regarding OEMs, if they can get a good CPU+GPU or APU offering bundled up then I can see that being a threat. They’re already kicking AMD’s ass in the CPU department (in terms of sales) for OEM machines because of the good relationships they have with the big builders.
That said, intel also has designs on GPUs for servers. It also relies on Arc not shitting the bed, but you can say that about any company - for the foreseeable future I don’t think they need to be high-end, just competent and with a pricing wedge between them and nvidia/AMD.