Analysts say that Nvidia will overwhelm its competitors with an exclusive market share of greater than 90% in the unreal intelligence (AI) chip market. It’s identified that this aspect is harking back to the time when Intel overwhelmed AMD within the server market 10 years ago.

In keeping with MarketWatch on the tenth (local time), Citigroup analyst Christopher Dainley said in a report that AI startup Mosaic ML conducted tests on AMD and Nvidia’s GPUs, the MI250 and A100, and located that AMD’s MI250 was faster than Nvidia’s A100. was described as 80%.

As well as, Nvidia’s H100 is predicted to have the same advantage over AMD’s MI300, and considering Nvidia’s superior GPU performance and AI ecosystem, Nvidia will proceed to outperform AMD in AI performance and market share.

“The same scenario involves mind, like 10 years ago, when Intel had a greater performance and ecosystem than AMD within the server market and took over 90% of the market share,” Dainley said. expected”.

Meanwhile, AMD GPUs have begun to be discussed as alternatives to Nvidia GPUs, that are in brief supply because of the generative AI boom. It’s because the variety of places constructing supercomputing infrastructure in data centers has increased significantly with the generative AI craze, making it difficult to acquire Nvidia GPUs.

AMD is attempting to increase its share of the info center GPU market by releasing a latest ‘MI300X’, a GPU for generative AI last month. Currently, this market is estimated to be occupied by Nvidia 80% and AMD 20%, and Nvidia’s chips are showing a shortage because of the recent explosive increase in demand.

Nvidia’s stock is up 186% this yr alone, and AMD’s is up 76%. Nvidia fell 0.8% on the day, while AMD rose 0.4%.

Reporter Park Chan cpark@aitimes.com