The United States chip giants NVIDIA and AMD are competing fiercely in the artificial intelligence (AI) chip market, both companies have launched a new generation of AI chips this year, respectively H100 and MI300, these chips can be used to train and run complex AI models, such as OpenAI’s ChatGPT.
Citi Research analyst Christopher Danely said in a report on Monday that NVIDIA will occupy “at least 90%” of the AI chip market, with AMD in second place.
Danely noted that AMD’s hardware was about 80 percent as fast as NVIDIA’s in the last generation of AI chips (MI250 and A100, respectively), and that NVIDIA’s H100 has a similar advantage over AMD’s MI300.
It is noted that the analyst also drew an analogy between this situation and the competition between Intel and AMD in the server market a decade ago. At that time, Intel held more than 90 percent of the server market thanks to better performance and ecosystems. Whether NVIDIA can repeat Intel’s glory in the AI chip market remains to be seen.