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YF Reports: AI Chip Wars: Nvidia, Intel, Qualcomm and AMD

All this week, business leaders from the chip industry gathered at the COMPUTEX Conference in Tapei, Taiwan; all with the stated purpose of showcasing the latest products and developments of their companies. Current industry leader Nvidia (NVDA) unveiled its most impressive next-generation AI chip, dubbed Rubin. Meanwhile, AMD (AMD) announced its AMD Instict MI325X accelerator, showing how the company plans to lead the AI ​​space in performance and memory. Intel (INTC) plans to find its own niche in the sought-after market, announcing its new Gaudi 3 AI chips; a more affordable option for cost-conscious customers. As the AI ​​revolution intensifies, who will emerge victorious from the AI ​​Chip Wars? Here’s what you need to know: Nvidia is the undisputed heavyweight in the AI ​​space. Yahoo Finance’s Akiko Fujita explains: “It’s hard to argue that anyone has been the big winner except Nvidia so far when you consider the magnitude of what they’ve been able to achieve. When talking about data center revenue alone, the category that has seen the “Biggest rise of the AI ​​boom, up 427% year-over-year in its most recent quarter.” Nvidia may have won the battle, but they haven’t won the war yet. and Intel are making aggressive strides. Beth Kindig, principal analyst at I/O Fund, breaks it down: “In this AI battle, this AI competition between AMD and Nvidia, I estimate that AMD is capable of grabbing between 10% and 20% maximum of the market. This is based on “The gaming competition that these two companies have had for some time, Intel, is over 20%. Intel is an easier competitor than Nvidia. I think Nvidia will be a tougher competitor for AMD.” Although Nvidia dominates the AI ​​space, no market wants to depend on a single company. KeyBlanc Capital Markets analyst John Vinh discusses why Nvidia’s monopoly in the microchip industry is a cause for concern and a clear sign of opportunity for other companies to take back some of the majority stake in the Santa-based tech giant Clear. “The market is really desperately looking for a credible second source for Nvidia. Nvidia is making 90% gross margins with its AI chips and the industry desperately wants a credible second source on the emerging side.” One company that is setting its sights on the emerging side is Intel. At COMPUTEX, they introduced the new Gaudi 3 AI chip, a more affordable option for companies that want to dive into the emerging generative AI market, but may be scared off by the high price of Nvida or AMD. Yahoo Finance Technology Editor Dan Howley analyzes: “Now Intel has announced pricing for its Gaudi chip, which they say will be lower than what you’d see from Nvidia. The hyperscalers: Microsoft, Google, they’re all involved Nvidia in This will allow other companies outside of hyperscalers to enter generative AI at a potentially lower price point. It is the healthcare, individual research institutes and automotive industries. Another dark horse in these AI chip wars is Qualcomm. (QCOM). They have set out to make powerful computer processors capable of handling artificial intelligence functions, Microsoft took notice and partnered with the San Diego-based company for the launch of its new Surface Laptops and Surface Pro Tablets Dan Howley continues. : “If you look at what Microsoft did, they used Qualcomm chips to launch this new category of computers, and that’s a big deal. That means they have full faith in what Qualcomm can do.” This post was written by Noah Chadwick